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

9870 Research Drive, Suite 209, Irvine, CA 92618

https://www.youtube.com/channel/uciqjn33wtafkc2dtlbt7tcg

By the Numbers

Total Assets Under Management

24

MILLION
Total Number of Accounts

88

ACCOUNTS
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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Sound Investment Management, LLC

Showing 1 - 1 of 1 top financial advisors.

David Carlson

CRD#: 5110509

9870 Research Drive, Suite 209, Irvine, CA 92618

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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