Soundpath Retirement Strategies, LLC

Soundpath Retirement Strategies, LLC (CRD# 315590) is a financial advisory firm headquartered in Bellevue, WA. They manage $35,800,000 in 249 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10900 Ne 4th St, Suite 2300, Bellevue, WA 98004
http://www.soundpathretirement.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $143,775
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NV, WA

Financial Advisors at Soundpath Retirement Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin Koval, financial advisor Bellevue WA
Benjamin J. Koval
CRD#: 6701855
10900 Ne 4th St, Suite 2300, Bellevue, WA 98004

Benjamin Koval (CRD# 6701855) is an Investment Advisor Representative working at Soundpath Retirement Strategies, LLC in Bellevue, WA and has over 7 years of experience in the finance industry.

2
Matthew Lybarger, financial advisor Bellevue WA
Matthew R. Lybarger
CRD#: 7680872
10900 Ne 4th St, Suite 2300, Bellevue, WA 98004

Matthew Lybarger (CRD# 7680872) is an Investment Advisor Representative working at Soundpath Retirement Strategies, LLC in Bellevue, WA and has 1 year 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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