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SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC

CRD 163025

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320 JAMES E. BOHANAN DRIVE, VANDALIA, OH, 45377, United States

Phone

937-264-9300

Fax

937-779-5085

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

2 total employees; 2 advisory reps; 259 broker-dealer reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-26

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

All web addresses on file

Official SEC filing: View on IAPD