Sound Investment Management, LLC
Sound Investment Management, LLC (CRD# 299859) is a financial advisory firm headquartered in Irvine, CA. They manage $23,943,056 in 88 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts88ACCOUNTS
-
Average Account Value$272,080
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Sound Investment Management, LLC
1
David Carlson (CRD# 5110509) is an Investment Advisor Representative working at Sound Investment Management, LLC in Irvine, CA and has over 18 years of experience in the finance industry.
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