Assets Under Management
$795.2M
Number of Clients
1
Number of Advisors
1
Average Client AUM
$795.2M
AUM per Advisor
$795.2M
Compensation
Fee-Only (AUM)
Soundwatch Capital offers rules-based investment strategies, including hedged equity and defined outcome strategies, utilizing ETFs and listed options. They act as a sub-advisor to other investment advisors, managing assets allocated to them. They do not provide financial planning services. They also manage the Soundwatch Hedged Equity ETF (SHDG).
137 Rowayton Avenue, Suite 120, Rowayton, CT, 06853