Sound Portfolio Advisors, LLC

EST. AUM
$151,057,862

CONTACTS

CLIENT ACCOUNTS
353

Firm Details

Metro area Hartford
CRD Number 125511
Website soundportfolios.com
Client types

Overview

Sound Portfolio Advisors, LLC is an SEC-registered investment adviser based in Mystic, Connecticut. Founded in 1999, the firm provides fee-only investment management and financial advice for individuals, high-net-worth individuals, trusts, and estates.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sound Portfolio Advisors, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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