Sound Financial Strategies is an investment advisor in Flowood with $264.11 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
844029425
SEC advisor number
801-108894
FINRA CRD number
286261
AUM ?
$184.49 mm
(as of 17 Apr 24)
Accounts
1,284
(as of 17 Apr 24)
Employees
8
(5 investment advisory or research)
Address
Sound Financial Strategies
579 LAKELAND E DRIVE
FLOWOOD
MS 39232
579 LAKELAND E DRIVE
FLOWOOD
MS 39232
Phone
(601)856-3825
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21