Sound Wealth Management

Sound Wealth Management (CRD# 320684) is a financial advisory firm headquartered in , . They manage $10,482,432 in 119 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/soundwealthm
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $88,088
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Sound Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Goff, financial advisor Greenville SC
Gregory T. Goff
CRD#: 6655881
Greenville, SC

Gregory Goff (CRD# 6655881) is an Investment Advisor Representative working at Sound Wealth Management in Greenville, SC and has over 7 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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