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SOUND FINANCIAL SOLUTIONS LLC
CRD 168588
1900 S. HARBOR CITY BLVD, SUITE 305, MELBOURNE, FL, 32901, United States
Phone
321-984-2152
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.4M
Discretionary AUM
$18.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $10.2M |
| High net worth individuals | 5 | $7.7M |
| Corporations/business entities | 2 | $464K |
All web addresses on file
Official SEC filing: View on IAPD