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SOUND PORTFOLIO ADVISORS, LLC
CRD 125511 · SEC 801-120415
28 COTTRELL ST., MYSTIC, CT, 06355, United States
Phone
860-572-2737
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.1M
Discretionary AUM
$151.1M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $21.9M |
| High net worth individuals | 62 | $129.2M |
States served
NY, CT, FL
All web addresses on file
Official SEC filing: View on IAPD