Investment adviser · CRD 327104
SOUND ADVICE FINANCIAL INC.
Investment adviser filing (IA)
BANNOCKBURN, IL, United States · Form ADV filed Feb 20, 2026
- Employees
- 13 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Not reported in these imported fields
Principal office
2515 WAUKEGAN RD., PMB 10001BANNOCKBURN, IL, 60015, United States
CRD 327104
Filing source
Form ADV 2050804 · Feb 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.