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SOUND FINANCIAL CENTER LLC
SOUND FINANCIAL CENTER, LLC
CRD 125767
121 WEST BELL STREET, SEQUIM, WA, 98382, United States
Phone
360-683-4500
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$99.6M
Discretionary AUM
$99.6M
Team
3 total employees; 3 advisory reps; 270 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 225 | $30.2M |
| High net worth individuals | 45 | $69.4M |
Official SEC filing: View on IAPD