Adviser Profile
| As of Date | 02/05/2025 |
| Registration status | Registration Changed to SOUND ADVISORY, LLC |
| ADV Location | EAGLE, ID, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 69,904,180 1480% |
| of that, discretionary | 69,904,180 1480% |
| Number of Employees | 6 200% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 416,096 -25% |
| % High Net Worth | 77.14% 6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds