SOUND PORTFOLIO ADVISORS, LLC is a Mystic, Connecticut based financial advisory firm with nearly $106,448,216 in assets under management and provides investment advisory services for 348 clients. There are currently 3 financial advisors at the firm.
General Information |
Firm CRD#: | 125511 | |
SEC#: | 801-120415 | |
Assets under Management: | $106,448,216 | |
No. of Clients: | 348 | |
No. of Advisors: | 3 | |
Advisory Services Provided: | Portfolio Management for Individuals | |
Fee Structure: | A Percentage of AUM |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | 801-80844 | 2359 | 189 | $25,777,552,717 |
EDGEWOOD MANAGEMENT LLC | 106647 | 801-9970 | 1600 | 38 | $28,756,627,229 |
USI ADVISORS | 108113 | 801-56622 | 1210 | 69 | $32,076,079,040 |
VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | 801-68743 | 206 | 104 | $32,095,325,401 |
PORTFOLIO ADVISORS LLC | 105981 | 801-46369 | 113 | 140 | $40,830,389,177 |
CIGNA INVESTMENTS, INC. | 105811 | 801-18094 | 113 | 118 | $22,554,570,237 |
UBS HEDGE FUND SOLUTIONS | 131034 | 801-62960 | 108 | 82 | $39,751,891,372 |
SUSTAINABLE GROWTH ADVISERS, LP | 127447 | 801-62151 | 89 | 34 | $18,406,566,811 |
SPECTRUM ASSET MANAGEMENT, INC. | 300463 | 801-30405 | 81 | 24 | $21,428,748,509 |
VOYA RETIREMENT ADVISORS, LLC | 3989 | 801-57963 | 72 | 70 | $18,387,622,174 |
L CATTERTON | 157428 | 801-72426 | 62 | 183 | $24,401,753,671 |
SILVER POINT CAPITAL, L.P. | 157738 | 801-73840 | 23 | 235 | $22,450,493,322 |
HUDSON BAY CAPITAL MANAGEMENT LP | 155910 | 801-73536 | 5 | 149 | $27,110,169,407 |
AMG FUNDS LLC | 153456 | 801-56365 | 5 | 88 | $20,463,764,303 |
PALOMA PARTNERS MANAGEMENT COMPANY | 138460 | 801-72796 | 3 | 58 | $26,664,198,477 |