Sound Advice Financial Inc.
● SEC registered since 2023CRD 327104SEC# 801-128224Bannockburn, IL
Reg. AUM
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Employees
13
Accounts
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Location
Bannockburn, IL
Sound Advice Financial Inc. assets under management
Sound Advice Financial Inc. is an SEC-registered investment adviser based in Bannockburn, IL. The firm has been registered since 2023. It employs 13 people.
Sound Advice Financial Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Justin Lyon Control | President And Chief Compliance Officer | Under 5% | 2023 |
| Ta'da Venture Studio Control | Owner | Over 75% | 2025 |
| Christian Jacob Control | Member | 25-50% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Sound Advice Financial Inc. have?
Sound Advice Financial Inc. reports 13 employees.
Where is Sound Advice Financial Inc. located?
Sound Advice Financial Inc. is based in Bannockburn, IL and has been SEC-registered since 2023.
Does Sound Advice Financial Inc. disclose fund performance?
Sound Advice Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2515 Waukegan Rd., Pmb 10001, Bannockburn, IL 60015 |
| Phone | 312-690-4163 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 34%
More than 66% of 16,825 advisers