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SOUND ASSET MANAGEMENT, INC.

CRD 124104

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$109.0M

Discretionary AUM

$53.0M

Team

1 total employees; 0 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals21$36.0M
High net worth individuals20$73.0M

All web addresses on file

Official SEC filing: View on IAPD