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Building 2SOUND FINANCIAL MANAGEMENT, INC.

Map pinRALEIGH, NC
Phone919-845-6600
NotebookSEC #801-132274
Total AUM
$134.1M
Employees
2
Clients
180

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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