Sound Mark Partners, LLC

Sound Mark Partners, LLC (CRD# 169037) is a financial advisory firm headquartered in Greenwich, CT. They manage $262,282,900 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $131,141,450
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Sound Mark Partners, LLC
No Advisor Found.
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