Sound Planning And Investments, LLC
Sound Planning And Investments, LLC (CRD# 111892) is a financial advisory firm headquartered in Essex, CT. They manage $46,021,341 in 75 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management46MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$613,618
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Frank Flores (CRD# 1180556) is an Investment Advisor Representative working at Sound Planning And Investments, LLC in Essex, CT and has over 25 years of experience in the finance industry.