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SOUND INVESTMENT MANAGEMENT INC

CRD 107438 · SEC 801-46570

Visit website

8215 TUALATIN SHERWOOD ROAD, SUITE 200, TUALATIN, OR, 97062, United States

Phone

503-691-7030

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$255.5M

Discretionary AUM

$0

Team

4 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals98$103.0M
High net worth individuals42$152.5M

States served

CA, OR, VA, TX

All web addresses on file

Official SEC filing: View on IAPD