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Building 2SOUNDPATH RETIREMENT STRATEGIES, LLC

Map pinBELLEVUE, WA
Phone(425) 365-0204
NotebookSEC #801-134649
Total AUM
$134.5M
Employees
8
Clients
690

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11811 NE 1ST STREET
SUITE 311
BELLEVUE
WA 98005
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(425) 365-0204
Other Offices
3

ReceiptFinancials

Total AUM
$134.5M
Accounts
690
Discretionary
$134.5M
Accounts
690
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
624
AUM
$49.3M
HNW Individual Clients
66
AUM
$85.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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

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