Sound Investment Management Inc
Sound Investment Management Inc is an SEC-registered wealth manager in Tualatin, OR with $255.5M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Sound Investment Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107438, SEC 801-46570, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $255.5M (2026-04-14)
- Firm type
- Wealth Manager
- Location
- Tualatin, OR
- Employees
- 4
- Clients
- 140
- CRD
- 107438
- Ownership
- CHILD, MARK, ALBERT; CHILD, JOHN, LOWELL; BIALLAS, MARK, J; CHILD, MICAH, FEINER
How much AUM does Sound Investment Management Inc have?
Sound Investment Management Inc reported $255.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Sound Investment Management Inc?
Disclosed owners and executives of Sound Investment Management Inc include CHILD, MARK, ALBERT, CHILD, JOHN, LOWELL, BIALLAS, MARK, J, CHILD, MICAH, FEINER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.