SOUNDPATH INVESTMENT ADVISORS, LLC
CRD #133587 SEC #801-63763 RIDGELAND, MS 601-982-4123
SEC Registered
Total AUM
$746.8M
Discretionary
$746.8M
Employees
3
Clients
1
Accounts
534
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $746.8M | $746.8M | $0 | 3 | 1 |
| Jan 2022 | $904.4M | $904.4M | $0 | 3 | 1 |
| Jan 2022 | $904.4M | $904.4M | $0 | 3 | 1 |
| Mar 2021 | $803.3M | $803.3M | $0 | 4 | 1 |
| Oct 2020 | $786.8M | $786.8M | $0 | 4 | 1 |
| Jun 2020 | $786.8M | $786.8M | $0 | 5 | 1 |
| May 2020 | $786.8M | $786.8M | $0 | 5 | 1 |
| Apr 2020 | $786.8M | $786.8M | $0 | 5 | 1 |
| Mar 2020 | $786.8M | $786.8M | $0 | 5 | 1 |
| Mar 2019 | $650.9M | $650.9M | $0 | 5 | 5 |
| Mar 2018 | $727M | $727M | $0 | 4 | 10 |
| Mar 2017 | $632.7M | $632.7M | $0 | 5 | 500 |
| Mar 2016 | $576.2M | $576.2M | $0 | 5 | 500 |
| Mar 2015 | $610.2M | $610.2M | $0 | 5 | 500 |
| Mar 2014 | $564.1M | $564.1M | $0 | 4 | 500 |
| Mar 2013 | $459.6M | $459.6M | $0 | 4 | 500 |
| Jun 2012 | $381.8M | $381.8M | $0 | 6 | 500 |
| Mar 2012 | $381.8M | $381.8M | $0 | 6 | 500 |
| May 2010 | $395.8M | $395.8M | $0 | 10 | -- |
| Jan 2010 | $296.6M | $296.6M | $0 | 10 | -- |
| Jan 2010 | $296.6M | $296.6M | $0 | 10 | -- |
| Nov 2007 | $408.5M | $408.5M | $0 | 10 | -- |
| Mar 2007 | $408.5M | $408.5M | $0 | 10 | -- |
| Mar 2006 | $315.7M | $315.7M | $0 | 10 | -- |
| Jan 2005 | $0 | $0 | $0 | 10 | -- |
| Dec 2004 | $0 | $0 | $0 | 10 | -- |
DateMar 2023
Total AUM$746.8M
Discretionary$746.8M
Non-Disc.$0
Employees3
Clients1
DateJan 2022
Total AUM$904.4M
Discretionary$904.4M
Non-Disc.$0
Employees3
Clients1
DateJan 2022
Total AUM$904.4M
Discretionary$904.4M
Non-Disc.$0
Employees3
Clients1
DateMar 2021
Total AUM$803.3M
Discretionary$803.3M
Non-Disc.$0
Employees4
Clients1
DateOct 2020
Total AUM$786.8M
Discretionary$786.8M
Non-Disc.$0
Employees4
Clients1
DateJun 2020
Total AUM$786.8M
Discretionary$786.8M
Non-Disc.$0
Employees5
Clients1
DateMay 2020
Total AUM$786.8M
Discretionary$786.8M
Non-Disc.$0
Employees5
Clients1
DateApr 2020
Total AUM$786.8M
Discretionary$786.8M
Non-Disc.$0
Employees5
Clients1
DateMar 2020
Total AUM$786.8M
Discretionary$786.8M
Non-Disc.$0
Employees5
Clients1
DateMar 2019
Total AUM$650.9M
Discretionary$650.9M
Non-Disc.$0
Employees5
Clients5
DateMar 2018
Total AUM$727M
Discretionary$727M
Non-Disc.$0
Employees4
Clients10
DateMar 2017
Total AUM$632.7M
Discretionary$632.7M
Non-Disc.$0
Employees5
Clients500
DateMar 2016
Total AUM$576.2M
Discretionary$576.2M
Non-Disc.$0
Employees5
Clients500
DateMar 2015
Total AUM$610.2M
Discretionary$610.2M
Non-Disc.$0
Employees5
Clients500
DateMar 2014
Total AUM$564.1M
Discretionary$564.1M
Non-Disc.$0
Employees4
Clients500
DateMar 2013
Total AUM$459.6M
Discretionary$459.6M
Non-Disc.$0
Employees4
Clients500
DateJun 2012
Total AUM$381.8M
Discretionary$381.8M
Non-Disc.$0
Employees6
Clients500
DateMar 2012
Total AUM$381.8M
Discretionary$381.8M
Non-Disc.$0
Employees6
Clients500
DateMay 2010
Total AUM$395.8M
Discretionary$395.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$296.6M
Discretionary$296.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$296.6M
Discretionary$296.6M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$408.5M
Discretionary$408.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$408.5M
Discretionary$408.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$315.7M
Discretionary$315.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--