SOUND FINANCIAL MANAGEMENT, LLC

SOUND FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 132088). Regulatory assets under management: $8.9M.

Registration

• CRD: 132088
• Type: Registered investment adviser
• Phone: 203-853-6030
• Latest filing: 2025-04-26
• Regulatory AUM: $8.9M
• Non-discretionary AUM: $8.9M
• Clients: 1
• Accounts: 7

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132088 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search