Sound Financial Strategies Group

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Sound Financial Strategies Group — overview

Assets Under Management

Type

Wealth Manager

Location

Madison, MS, US

Alternative Asset Classes

-

About

Sound Financial Strategies Group is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients include financial planning, retirement planning, insurance planning, investment management, and portfolio management services to individuals, small business owners, trusts, estates, and charitable organizations on discretionary basis.

Sound Financial Strategies Group - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
Co-Founder, President & Chief Operating OfficerMadison, USGEN
Managing PartnerMadison, USGEN
Financial AdvisorMadison, USGEN
PartnerCedar Park, USGEN

Showing 4 of 4 known decision makers Sound Financial Strategies Group

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.