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Building 2SOUND FINANCIAL, LLC

Map pin
Phone425-332-6568
NotebookSEC #801-125761
Total AUM
$210.8M
Employees
9
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
425-332-6568
Other Offices
2

ReceiptFinancials

Total AUM
$210.8M
Accounts
786
Discretionary
$178.9M
Accounts
771
Non-Discretionary
$31.9M
Accounts
15

ContactClients

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Individual Clients
180
AUM
$85M
HNW Individual Clients
68
AUM
$125.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDILNHNVORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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