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Building 2SOUND INVESTMENT MANAGEMENT INC

Map pinTUALATIN, OR
Phone503-691-7030
NotebookSEC #801-46570
Total AUM
$255.5M
Employees
4
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8215 TUALATIN SHERWOOD ROAD, SUITE 200
TUALATIN
OR 97062
United States
Operating Hours
9AMPST TO 3PMPST
Monday - Friday
Phone
503-691-7030
Other Offices
1

ReceiptFinancials

Total AUM
$255.5M
Accounts
140
Discretionary
$0
Accounts
0
Non-Discretionary
$255.5M
Accounts
140

ContactClients

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Individual Clients
98
AUM
$103M
HNW Individual Clients
42
AUM
$152.5M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXVA

HandshakeAffiliates

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

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