S
$41.3M Total AUM
$41.3M Disc. AUM
-1.4% 3Y CAGR
1 Employees
98 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-29-2022
- Office Locations
- 1
Office Locations
-- Rockville Centre NY
About Sound & Secure Advisors LLC
Sound & Secure Advisors LLC is a Rockville Centre-based RIA. The firm has been operating for 4 years. Managing $41.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
67 AVG AGE
$41.3M AVG AUM / ADVISOR
$421.6K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EVE E SCHNIEBOLK
Chief Compliance Officer, Managing Member, President
- CRD
- #5693626
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,316,009 | $220,941 |
| Non-Discretionary | $0 | -- |
| Total | $41,316,009 | $220,941 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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