CRD: 124104
Sound Asset Management, Inc.
$109.0M Total AUM
$53.0M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2001
- Office Locations
- 1
Office Locations
-- Yorkville IL
About Sound Asset Management, Inc.
Sound Asset Management, Inc. is a Yorkville, IL investment advisory firm providing holistic financial advice and planning alongside portfolio management, including tax, estate, college planning, and insurance guidance. The firm serves retail individuals and entrepreneurs, with an investment approach that leans heavily on ETFs and complements them with fixed income. Custody is through Fidelity/NFS.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
Greg Anthony Rutherford
Chief Executive Officer, President
- CRD
- #7291620
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CHARLES MATTHEWS MEEDER
President
- CRD
- #4604898
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,000,000 | -- |
| Non-Discretionary | $56,000,000 | -- |
| Total | $109,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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