Active
SOUND PORTFOLIO ADVISORS, LLC
Investment Advice|MYSTIC, CT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$123.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 123.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 125511 |
| SEC Number | 801-120415 |
| Street Address | 28 COTTRELL ST. |
| Location | MYSTIC, CT 06355 |
| Country | United States |
| Phone | 860-572-2737 |
| Total Employees | 3 |
Client Count by Type (136 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 72 |
| High Net Worth Individual… | 64 |
Community Partners
CITY OF GROTON
CITY OF NEW LONDON POLICE DEPARTMENT
TOWN OF GRISWOLD
CITY OF GROTON
CITY OF NEW LONDON POLICE DEPARTMENT
TOWN OF GRISWOLD
CITY OF GROTON
CITY OF NEW LONDON POLICE DEPARTMENT
TOWN OF GRISWOLD
Municipal Government
3 Active
3
Organizations
LEDGE LIGHT HEALTH DISTRICT
MYSTIC FIRE DEPARTMENT
NOANK FIRE DISTRICT AND NOANK WATER COMMISSION
NORWICH HOUSING AUTHORITY
OLD MYSTIC FIRE DISTRICT
POQUONNOCK BRIDGE FIRE DISTRICT
SALEM VOLUNTEER FIRE CO
SOUTHEASTERN CONNECTICUT COUNCIL OF GOVERNMENTS
SOUTHEASTERN CONNECTICUT REGIONAL RESOURCES RECOVERY AUTHORITY
SOUTHEASTERN CONNECTICUT WATER AUTHORITY
UNCAS HEALTH DISTRICT
LEDGE LIGHT HEALTH DISTRICT
MYSTIC FIRE DEPARTMENT
NOANK FIRE DISTRICT AND NOANK WATER COMMISSION
NORWICH HOUSING AUTHORITY
OLD MYSTIC FIRE DISTRICT
POQUONNOCK BRIDGE FIRE DISTRICT
SALEM VOLUNTEER FIRE CO
SOUTHEASTERN CONNECTICUT COUNCIL OF GOVERNMENTS
SOUTHEASTERN CONNECTICUT REGIONAL RESOURCES RECOVERY AUTHORITY
SOUTHEASTERN CONNECTICUT WATER AUTHORITY
UNCAS HEALTH DISTRICT
LEDGE LIGHT HEALTH DISTRICT
MYSTIC FIRE DEPARTMENT
NOANK FIRE DISTRICT AND NOANK WATER COMMISSION
NORWICH HOUSING AUTHORITY
OLD MYSTIC FIRE DISTRICT
POQUONNOCK BRIDGE FIRE DISTRICT
SALEM VOLUNTEER FIRE CO
SOUTHEASTERN CONNECTICUT COUNCIL OF GOVERNMENTS
SOUTHEASTERN CONNECTICUT REGIONAL RESOURCES RECOVERY AUTHORITY
SOUTHEASTERN CONNECTICUT WATER AUTHORITY
UNCAS HEALTH DISTRICT
Special District
11 Active
11
Organizations
CITY OF NORWICH
LEDYARD PUBLIC SCHOOLS
CITY OF NORWICH
LEDYARD PUBLIC SCHOOLS
CITY OF NORWICH
LEDYARD PUBLIC SCHOOLS
School District
2 Active
2
Organizations
1DROP RELIEF FOUNDATION CORP
4 CONSERVATION CHARITABLE FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS ON DECK INC
6990 ADLER-BOLUCK POST
7TH REGIMENT YOUTH PERFORMING ARTS
7TH REGIMENT YOUTH PERFORMING ARTS ORGANIZATION, INC.
AADITI INC
Abundant Life Chapel Liberia Orphanage Inc
ABUNDANT LIFE OF THE ASSEMBLIES OF GOD
ACADEMY OF ST THERESE INC
A CAPELA DO SANTO ANTONIO INC
ADHA CT NORTHEASTERN INC
AFRICAPHILANTROPIES INC
AGAPE LOVE FOUNDATION INC
AGLOW INTERNATIONAL
AHEPA 110, INC.
AHEPA 250-III, INC.
AHEPA NORWICH FOUNDATION INC
AHSCTRI
1DROP RELIEF FOUNDATION CORP
4 CONSERVATION CHARITABLE FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS ON DECK INC
6990 ADLER-BOLUCK POST
7TH REGIMENT YOUTH PERFORMING ARTS
7TH REGIMENT YOUTH PERFORMING ARTS ORGANIZATION, INC.
AADITI INC
Abundant Life Chapel Liberia Orphanage Inc
ABUNDANT LIFE OF THE ASSEMBLIES OF GOD
ACADEMY OF ST THERESE INC
A CAPELA DO SANTO ANTONIO INC
ADHA CT NORTHEASTERN INC
AFRICAPHILANTROPIES INC
AGAPE LOVE FOUNDATION INC
AGLOW INTERNATIONAL
AHEPA 110, INC.
AHEPA 250-III, INC.
AHEPA NORWICH FOUNDATION INC
AHSCTRI
1DROP RELIEF FOUNDATION CORP
4 CONSERVATION CHARITABLE FOUNDATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS ON DECK INC
6990 ADLER-BOLUCK POST
7TH REGIMENT YOUTH PERFORMING ARTS
7TH REGIMENT YOUTH PERFORMING ARTS ORGANIZATION, INC.
AADITI INC
Abundant Life Chapel Liberia Orphanage Inc
ABUNDANT LIFE OF THE ASSEMBLIES OF GOD
ACADEMY OF ST THERESE INC
A CAPELA DO SANTO ANTONIO INC
ADHA CT NORTHEASTERN INC
AFRICAPHILANTROPIES INC
AGAPE LOVE FOUNDATION INC
AGLOW INTERNATIONAL
AHEPA 110, INC.
AHEPA 250-III, INC.
AHEPA NORWICH FOUNDATION INC
AHSCTRI
Nonprofit Organization
1112 Active
1112
Organizations
Community Partners66 organizations
CITY OF NEW LONDON POLICE DEPARTMENT
Municipal Government·NEW LONDON
TOWN OF GRISWOLD
Municipal Government·JEWETT CITY
LEDGE LIGHT HEALTH DISTRICT
Special District·NEW LONDON
MYSTIC FIRE DEPARTMENT
Special District·MYSTIC
NOANK FIRE DISTRICT AND NOANK WATER COMMISSION
Special District·GROTON
NORWICH HOUSING AUTHORITY
Special District·NORWICH
OLD MYSTIC FIRE DISTRICT
Special District·MYSTIC
POQUONNOCK BRIDGE FIRE DISTRICT
Special District·GROTON
SALEM VOLUNTEER FIRE CO
Special District·SALEM
SOUTHEASTERN CONNECTICUT COUNCIL OF GOVERNMENTS
Special District·NORWICH
SOUTHEASTERN CONNECTICUT REGIONAL RESOURCES RECOVERY AUTHORITY
Special District·GALES FERRY
UNCAS HEALTH DISTRICT
Special District·NORWICH
1DROP RELIEF FOUNDATION CORP
Nonprofit Organization·Colchester
4 CONSERVATION CHARITABLE FOUNDATION
Nonprofit Organization·New London
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Lebanon
4 PAWS ON DECK INC
Nonprofit Organization·JEWETT CITY
6990 ADLER-BOLUCK POST
Nonprofit Organization·Colchester
7TH REGIMENT YOUTH PERFORMING ARTS
Nonprofit Organization·NEW LONDON
7TH REGIMENT YOUTH PERFORMING ARTS ORGANIZATION, INC.
Nonprofit Organization·NEW LONDON
AADITI INC
Nonprofit Organization·Salem
Abundant Life Chapel Liberia Orphanage Inc
Nonprofit Organization·Colchester
ABUNDANT LIFE OF THE ASSEMBLIES OF GOD
Nonprofit Organization·COLCHESTER
ACADEMY OF ST THERESE INC
Nonprofit Organization·Colchester
A CAPELA DO SANTO ANTONIO INC
Nonprofit Organization·New London
ADHA CT NORTHEASTERN INC
Nonprofit Organization·Colchester
AFRICAPHILANTROPIES INC
Nonprofit Organization·Norwich
AGAPE LOVE FOUNDATION INC
Nonprofit Organization·New London
AGLOW INTERNATIONAL
Nonprofit Organization·Mystic
AHEPA 110, INC.
Nonprofit Organization·NORWICH
AHEPA 250-III, INC.
Nonprofit Organization·GROTON
AHEPA NORWICH FOUNDATION INC
Nonprofit Organization·Norwich
AHSCTRI
Nonprofit Organization·Groton
A JOURNEY TO THE POTTERS HOUSE INC
Nonprofit Organization·COLCHESTER
ALEWIFE COVE CONSERVANCY
Nonprofit Organization·New London
ALEXANDER JORDAN JAMIESON FOUNDATION INC
Nonprofit Organization·Gales Ferry
ALLIANCE FOR LIVING INC
Nonprofit Organization·NEW LONDON
ALLIANCE FOR THE MYSTIC RIVER WATERSHED, INC
Nonprofit Organization·MYSTIC
ALTERNATIVE SERVICES - CONNECTICUT INC
Nonprofit Organization·COLCHESTER
ALUMINUM FALCON ROBOTICS INC
Nonprofit Organization·GROTON
ALWAYS HOME, INC.
Nonprofit Organization·MYSTIC
AMA DANCE THEATRE FOUNDATION INC
Nonprofit Organization·MYSTIC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Groton
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·COLCHESTER
AMATEUR ATHLETIC UNION OF THE US INC
Nonprofit Organization·Colchester
AMERCIAN LEGION
Nonprofit Organization·Gales Ferry
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·New London
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES LOCAL 2105
Nonprofit Organization·Groton
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Uncasville
AMERICAN FEDERATION OF STATE COUNTY AND
Nonprofit Organization·LEBANON
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Norwich
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Groton
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Groton
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Groton
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Groton
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·New London
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Uncasville
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Norwich
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPLE EMPLOYEES
Nonprofit Organization·Groton
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Salem
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·COLCHESTER
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·GALES FERRY
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·New London