SOUND FINANCIAL STRATEGIES GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$217,657,061
Discretionary
$217,657,061
Non-discretionary
$0
Firm details
- CRD number
- 286261
- SEC file number
- 801-108894
- Main office
- MADISON, MS, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Commissions
As of November 2026.