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Danny Robert Matthews

SOUND FINANCIAL STRATEGIES GROUP, INC.·FLOWOOD, Mississippi
Unclaimed Profile
579 LAKELAND EAST DRIVE, FLOWOOD, MS 39232CRD# 1081590Firm CRD# 286261
01

About

Danny Robert Matthews is a registered financial advisor based in FLOWOOD, Mississippi, affiliated with SOUND FINANCIAL STRATEGIES GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SOUND FINANCIAL STRATEGIES GROUP, LLC
SOUND FINANCIAL STRATEGIES GROUP, LLC
AUM
$184M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SOUND FINANCIAL STRATEGIES GROUP, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1081590
Firm CRD# 286261
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Danny Robert Matthews offer?
Danny Robert Matthews specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FLOWOOD, Mississippi for a consultation.
What are Danny Robert Matthews's credentials?
Danny Robert Matthews is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Danny Robert Matthews located?
Danny Robert Matthews is based in FLOWOOD, Mississippi, working with SOUND FINANCIAL STRATEGIES GROUP, INC.. Their office serves clients in the FLOWOOD metropolitan area and surrounding communities.
How does Danny Robert Matthews charge for services?
Danny Robert Matthews's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUND FINANCIAL STRATEGIES GROUP, INC.?
SOUND FINANCIAL STRATEGIES GROUP, INC. has approximately 8 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FLOWOOD
Carl Ray Easley — EASLEY INVESTMENT CONSULTANTS, INC.Sammy Terry Dean — SOUND FINANCIAL STRATEGIES GROUP, INC.Karl Glenn Simmons — SOUND FINANCIAL STRATEGIES GROUP, INC.Carl R Easley — EASLEY INVESTMENT CONSULTANTS, INC.
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON Guide
Research
Advisor Fees in MississippiNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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