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Sound Financial Strategies Group, LLC

● SEC registered since 2017CRD 286261SEC# 801-108894Madison, MS
Export (members)
Reg. AUM
$183.7M
Employees
8
Accounts
1,280
Location
Madison, MS

Sound Financial Strategies Group, LLC assets under management

Sound Financial Strategies Group, LLC is an investment advisory firm registered with the SEC based in Madison, MS. The firm has been registered since 2017. It reports $183.7 million in regulatory assets under management and employs 8 people.
www.facebook.com/soundfsgView on SEC.gov ↗

Sound Financial Strategies Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Chris Tyler McAlpin ControlManaging Partner50-75%2017
Joel R Holden ControlPartner/Coo/Cco50-75%2017

Frequently asked questions

How much does Sound Financial Strategies Group, LLC manage?

Sound Financial Strategies Group, LLC reports $183.7 million in regulatory assets under management on its Form ADV.

How many employees does Sound Financial Strategies Group, LLC have?

Sound Financial Strategies Group, LLC reports 8 employees.

Where is Sound Financial Strategies Group, LLC located?

Sound Financial Strategies Group, LLC is based in Madison, MS and has been SEC-registered since 2017.

Does Sound Financial Strategies Group, LLC disclose fund performance?

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

Contact & registration

Address116 One Madison Plaza, Suite1100, Madison, MS 39110
Phone601-856-3825
Fax601-856-1621
Office hours8:30 a.m. - 5:00 p.m.; 8:30 a.m. - 4:00 p.m. On Friday
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$183.7M
Non-discretionary$0
Total (RAUM)$183.7M