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Sound Advice Financial Inc.

● SEC registered since 2023CRD 327104SEC# 801-128224Bannockburn, IL
Export (members)
Reg. AUM
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Employees
13
Accounts
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Location
Bannockburn, IL

Sound Advice Financial Inc. assets under management

Sound Advice Financial Inc. is an SEC-registered investment adviser based in Bannockburn, IL. The firm has been registered since 2023. It employs 13 people.
www.soundadvice.aiView on SEC.gov ↗

Sound Advice Financial Inc. owners & executives

6 reported
NameTitleOwnershipSince
David Justin Lyon ControlPresidentUnder 5%2023
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2023
Ta'da Venture Studio ControlOwnerOver 75%2025
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Frequently asked questions

How many employees does Sound Advice Financial Inc. have?

Sound Advice Financial Inc. reports 13 employees.

Where is Sound Advice Financial Inc. located?

Sound Advice Financial Inc. is based in Bannockburn, IL and has been SEC-registered since 2023.

Does Sound Advice Financial Inc. disclose fund performance?

Sound Advice Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2515 Waukegan Rd., Pmb 10001, Bannockburn, IL 60015
Phone312-690-4163
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo