Sound Investment Strategies, Inc.
Sound Investment Strategies, Inc. (CRD# 141440) is a financial advisory firm headquartered in Bothell, WA. They manage $41,959,869 in 257 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sound Investment Strategies, Inc.
By the Numbers
-
Total Assets Under Management42MILLION
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Total Number of Accounts257ACCOUNTS
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Average Account Value$163,268
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Sound Investment Strategies, Inc.
1
Stephen Guss (CRD# 1333355) is an Investment Advisor Representative working at Sound Investment Strategies, Inc. in Mukilteo, WA and has over 39 years of experience in the finance industry.
2
Jedediah Sires (CRD# 4553936) is an Investment Advisor Representative working at Sound Investment Strategies, Inc. in Mukilteo, WA and has over 22 years of experience in the finance industry.
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