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SOUND FINANCIAL, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$169.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 149.7M |
| Non-Discretionary | 20.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 292271 |
| SEC Number | 801-125761 |
| Phone | 425-332-6568 |
| Fax | N/A |
| Total Employees | 7 |
| Business Types | insurance_broker |
Client Count by Type (225 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 144 |
| High Net Worth Individual… | 81 |
County data not available for this organization.