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SOUND ASSET MANAGEMENT, INC.

Advisory

IL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in IL
#983
of 1,719 advisers by AUM
Average account
$583K
across 187 accounts

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$109M
Discretionary %
48.6%
Clients
41
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$109M
Discretionary AUM$53M
Non-Discretionary AUM$56M
Discretionary %48.6%
Total Clients41
Team
Total Employees1
Investment Advisers0
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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