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SOUND INVESTMENT STRATEGIES, INC.
CRD 141440 · SEC 801-67170
2002 237TH PL SE, BOTHELL, WA, 98021, United States
Phone
425-780-4457
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.4M
Discretionary AUM
$60.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $16.6M |
| High net worth individuals | 20 | $46.8M |
All web addresses on file
Official SEC filing: View on IAPD