Sound Asset Advisors

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

214 Cliffside Trl, Ponte Vedra, Florida,...

Phone Number

(631) 629-8652

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Sound Asset Advisors

Sound Asset Advisors specializes in personalized retirement planning and financial strategy, offering guidance to individuals, families, and employees, as well as retirement plan solutions for employers. Their services include retirement income planning, wealth management, college planning, and insurance planning, catering to various life stages from early career to retirement. The company also focuses on supporting veterans and their unique financial needs, while providing comprehensive employer support through programs like the PlanMember Workplace Savings Program. With a commitment to community service, Sound Asset Advisors aims to empower clients to achieve their financial goals and secure a stable future.Explore more
Sound Asset Advisors's Social MediaPopular SearchesSound Asset AdvisorsFornasierMichaelSound Asset Advisors LLCSoundassetadvisors Comcom SoundAssetAdvisorsSIC Code 62,628NAICS Code 52,523Show more

Sound Asset Advisors Org Chart

PhoneEmail
JP
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President & Senior Financial Advisor

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MF
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Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sound Asset Advisors

<$5M
1-10
Private
-
2007
JP
John PetragliaPresident & Senior Financial Advisor
$5.8M
11-50
Private
-
2013
OR
Otto RayFounder & Owner
<$5M
1-10
Private
-
-
ST
Scott ThomasFounder & Advisor
<$5M
1-10
Private
<$5M
2005
JM
Jamie MorrisonOffice Manager
<$5M
11-50
Private
-
1998
DA
David AllairePresident & Portfolio Manager
<$5M
1-10
Private
-
-
MO
Mike OllisFinancial Advisor
<$5M
1-10
Private
-
1994
KR
Kathi RashOffice Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sound Asset Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sound Asset Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sound Asset Advisors.

Sound Asset Advisors Tech Stack

A closer look at the technologies used by Sound Asset Advisors

Sound Asset Advisors News & Media

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Frequently Asked Questions Regarding Sound Asset Advisors

What is Sound Asset Advisors's official website?
Sound Asset Advisors's official website is www.soundassetadvisors.com
What is Sound Asset Advisors's Revenue?
Sound Asset Advisors's revenue is <$5 Million
What is Sound Asset Advisors's SIC code?
Sound Asset Advisors's SIC: 62,628
What is Sound Asset Advisors's NAICS code?
Sound Asset Advisors's NAICS: 52,523
How many employees does Sound Asset Advisors have?
Sound Asset Advisors has 1-10 employees
What industry does Sound Asset Advisors belong to?
Sound Asset Advisors is in the industry of: Finance, Securities Trading
What is Sound Asset Advisors competition?
Sound Asset Advisors top competitors include: Cornerstone Financial and Associates, stwealthmanagement.com, Tru Wealth Management, The Retirement Planning
What technology does Sound Asset Advisors use?
Some of the popular technologies that Sound Asset Advisors uses are: CSC Corporate Domains, Microsoft 365, Amazon Web Hosting, Mimecast
How do I contact Sound Asset Advisors?
Sound Asset Advisors contact info: Phone number: (631) 629-8652 Website: www.soundassetadvisors.com
What does Sound Asset Advisors do?

Sound Asset Advisors specializes in personalized retirement planning and financial strategy, offering guidance to individuals, families, and employees, as well as retirement plan solutions for employers. Their services include retirement income planning, wealth management, college planning, and insurance planning, catering to various life stages fr... om early career to retirement. The company also focuses on supporting veterans and their unique financial needs, while providing comprehensive employer support through programs like the PlanMember Workplace Savings Program. With a commitment to community service, Sound Asset Advisors aims to empower clients to achieve their financial goals and secure a stable future.Read More

What are Sound Asset Advisors social media links?
Sound Asset Advisors Linkedin page Sound Asset Advisors Facebook page
Is Sound Asset Advisors a public company?
Sound Asset Advisors is private company therefore does not currently have an official ticker symbol
See more information about Sound Asset Advisors

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