SOUND INVESTMENT MANAGEMENT INC
  • SOUND INVESTMENT MANAGEMENT INC

Adviser Profile

As of Date 04/14/2026
Registration SEC, Approved, 05/26/1994
ADV Location TUALATIN, OR, United States
Contact Info 503 xxxxxxx
Websites
AUM* 255,500,000 21%
of that, discretionary 0
Number of Employees 4
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 1,825,000 6%
% High Net Worth 29.58% -14%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

256M 219M 183M 146M 110M 73M 37M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary