CRD: 117501
Sound Investments Inc.
$18.5M Total AUM
$18.5M Disc. AUM
-- 3Y CAGR
1 Employees
140 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-02-1999
- Office Locations
- 1
Office Locations
8826 Santa FE Suite 202 Overland Park KS
About Sound Investments Inc.
Sound Investments Inc. is a fee-only advisor providing comprehensive financial planning and investment management, building practical action plans around client goals with cash-flow mapping, tax minimization, and cost-conscious portfolio construction. Portfolios emphasize no-load mutual funds and ETFs, including access to institutional share classes at lower minimums. The firm does not charge a fee to complete a financial plan.
Team overview
69 AVG AGE
$18.5M AVG AUM / ADVISOR
$132.1K AVG AUM / CLIENT
27.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KENNETH ARTHUR GILPIN
President
- CRD
- #2337759
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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