CRD: 168588
Sound Financial Solutions LLC
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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-18-2013
- Office Locations
- 1
Office Locations
About Sound Financial Solutions LLC
Sound Financial Solutions LLC is an independent Florida-based advisory firm providing financial and investment planning, portfolio construction, retirement plan guidance, and insurance/life insurance support. It emphasizes long-term, client-first decision-making and uses diversified asset-allocation portfolios with a strong ETF focus. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT JOSEPH CLARK JR.
Co-Owner, Managing Member, Owner
- CRD
- #4518828
- Ownership
- 50% but less than 75%
LUKE ANTHONY OTTINGER
Chief Compliance Officer, Co-Owner, Director, Managing Member
- CRD
- #4518833
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,258,287 | -- |
| Non-Discretionary | $105,658 | -- |
| Total | $18,363,945 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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