Sound Planning And Investments, LLC

Sound Planning And Investments, LLC (CRD# 111892) is a financial advisory firm headquartered in , . They manage $79,461,201 in 62 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $1,281,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, TX

Financial Advisors at Sound Planning And Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Frank Flores, financial advisor Essex CT
Frank J. Flores
CRD#: 1180556
Essex, CT

Frank Flores (CRD# 1180556) is an Investment Advisor Representative working at Sound Planning And Investments, LLC in Essex, CT and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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