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firm profile

Sound Income Strategies, LLC

RIA Fort Lauderdale, FL CRD 173272 Last verified October 2026

Overview

Sound Income Strategies, LLC is an SEC registered investment adviser based in Fort Lauderdale, FL, registered since 2014. It reports $4.2B in assets under management across 24,756 accounts, with 134 employees. It has 122 investment adviser representatives.

Reported AUM
$4.2B
Discretionary
94%
Accounts
24,756
Average account
$169K
Employees
134
Advisory reps
122
Registered since
2014
Jurisdictions
51

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
  • Management for Investment Companies
Client types
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Investment Companies
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

Advisory reps 3 of 122

119 more advisory reps, with emails, phones and branch locations

Location

Headquarters
500 W Cypress Creek Rd Ste 290
Fort Lauderdale, FL 33309
County
Broward
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
Region
South

Registrations

Every state, with registration dates

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