Sound Asset Management Inc.
Sound Asset Management Inc. (CRD# 109082) is a financial advisory firm headquartered in , . They manage $31,500,000 in 72 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management32MILLION
Total Number of Accounts72ACCOUNTS
Average Account Value$437,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, MA, NY
Neil Wayne (CRD# 460451) is an Investment Advisor Representative working at Sound Asset Management Inc. in Weston, CT and has over 22 years of experience in the finance industry. Neil Wayne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.