CRD: 315590
Soundpath Retirement Strategies, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-26-2021
- Office Locations
- 1
Office Locations
About Soundpath Retirement Strategies, LLC
SoundPath Retirement Strategies is a fiduciary retirement planning firm focused on retirees and near-retirees. The team delivers comprehensive, customized advice to help clients build sustainable income and protect assets through long retirements, with an emphasis on fixed income investing and ETF- and fund-based portfolios. Custody includes Charles Schwab. Founder Benjamin Koval also authored a retirement planning book and the firm hosts public education events.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Benjamin John Koval
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #6701855
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Benjamin Lee Farrow
--
- CRD
- #8053025
Noah Lee Hernandez
--
- CRD
- #8211614
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,458,441 | $194,867 |
| Non-Discretionary | $0 | -- |
| Total | $134,458,441 | $194,867 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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