SOUND & SECURE ADVISORS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $41.3M |
| Discretionary | $41.3M100% of AUM |
| Client Accounts | 187 |
| Avg Account Size | $221K |
| Employees | 1 |
| Peak AUM | $46.7MMay 2023 |
AUM by Client Type
Total AUM
$41M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $41M | +24.6% | 1.5% | — | |
| Discretionary AUM | $41M | ||||
Key Metrics
| Total AUM | $41.3M |
| Discretionary | $41.3M |
| Employees | 1 |
| Client Accounts | 187 |
| Client Range | 11-25 |
Contact & Location
Phone
(516) 536-1438
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$41M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Insurance Company