Sound Income Strategies is an investment advisor in Fort Lauderdale with $1.70 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
471933889
SEC advisor number
801-80425
FINRA CRD number
173272
AUM ?
$2.67 bn
(as of 29 Jan 24)
Accounts
20,938
(as of 29 Jan 24)
Employees
95
(95 investment advisory or research)
Address
Sound Income Strategies
6550 N FEDERAL HIGHWAY
SUITE 510
FT LAUDERDALE
FL 33308
6550 N FEDERAL HIGHWAY
SUITE 510
FT LAUDERDALE
FL 33308
Phone
954-487-1860
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22