SOUND FINANCIAL STRATEGIES GROUP, LLC - Financial Advisor in Mississippi, Madison

Tel: 601-856-3825 116 One Madison Plaza Suite1100 Madison, Mississippi 39110

About SOUND FINANCIAL STRATEGIES GROUP, LLC

SOUND FINANCIAL STRATEGIES GROUP, LLC is a Madison, Mississippi based financial advisory firm with nearly $184,491,963 in assets under management and provides investment advisory services for 1284 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

286261

Firm SEC#:

801-108894

Assets Under Management:

$184,491,963

No. of Clients:

1284

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM

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Top Financial Advisory Firms in Mississippi, Madison

FirmCRD#:153081

SEC#:801-71179

No. of Advisors:4

No. of Clients:218

AUM:$343,597,882

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

PEREGRINE INVESTMENT ADVISORS, LLC

153081

801-71179

218

$343,597,882

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