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).
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Total Assets Under Management42MILLION
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Total Number of Accounts257ACCOUNTS
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Average Account Value$163,268
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
James Adams (CRD# 500891) is an Investment Advisor Representative working at Sound Investment Strategies, Inc. in Mukilteo, WA and has over 41 years of experience in the finance industry.
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.
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.