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Mark J Biallas

SOUND INVESTMENT MANAGEMENT INC·TUALATIN, Oregon
Clean recordSOUND INVESTMENT MANAGEMENT INC
8215 TUALATIN SHERWOOD ROAD, SUITE 200, TUALATIN, OR 97062CRD# 2836184Firm CRD# 107438

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark J Biallas · TUALATIN, OR
Registration
CRD #2836184 · SOUND INVESTMENT MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark J Biallas is a registered financial advisor based in TUALATIN, Oregon, affiliated with SOUND INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SOUND INVESTMENT MANAGEMENT INC
SOUND INVESTMENT MANAGEMENT INC
AUM
$211M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SOUND INVESTMENT MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2836184
Firm CRD# 107438
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark J Biallas offer?
Mark J Biallas specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TUALATIN, Oregon for a consultation.
What are Mark J Biallas's credentials?
Mark J Biallas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark J Biallas located?
Mark J Biallas is based in TUALATIN, Oregon, working with SOUND INVESTMENT MANAGEMENT INC. Their office serves clients in the TUALATIN metropolitan area and surrounding communities.
How does Mark J Biallas charge for services?
Mark J Biallas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUND INVESTMENT MANAGEMENT INC?
SOUND INVESTMENT MANAGEMENT INC has approximately 4 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUND INVESTMENT MANAGEMENT INC

Mark Albert Child
TUALATIN, OR
John Lowell Child
TUALATIN, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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