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SOUND FINANCIAL STRATEGIES GROUP, LLC
SOUND FINANCIAL STRATEGIES GROUP, LLC
MADISON, Mississippi
·
3 registered advisors
·
CRD# 286261
SEC# 801-108894
0
601-856-3825
01
Firm Overview
AUM
$184M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SOUND FINANCIAL STRATEGIES GROUP, LLC
3 registered advisors
Danny Robert Matthews
FLOWOOD, Mississippi
CRD# 1081590
Karl Glenn Simmons
FLOWOOD, Mississippi
CRD# 1837353
Sammy Terry Dean
FLOWOOD, Mississippi
CRD# 1040081
05
Office Locations
FLOWOOD, Mississippi
3 advisors
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Data sourced from SEC Form ADV filings. SOUND FINANCIAL STRATEGIES GROUP, LLC (CRD# 286261) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.