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James Richard Adams

SOUND INVESTMENT STRATEGIES, INC.·MUKILTEO, Washington
Unclaimed Profile
619 4TH STREET, SUITE B, MUKILTEO, WA 98275CRD# 500891Firm CRD# 141440
01

About

James Richard Adams is a registered financial advisor based in MUKILTEO, Washington, affiliated with SOUND INVESTMENT STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
SOUND INVESTMENT STRATEGIES, INC.
SOUND INVESTMENT STRATEGIES, INC.
AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SOUND INVESTMENT STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 500891
Firm CRD# 141440
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Richard Adams offer?
James Richard Adams specializes in Financial Planning, Investment Management. Contact their office in MUKILTEO, Washington for a consultation.
What are James Richard Adams's credentials?
James Richard Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Richard Adams located?
James Richard Adams is based in MUKILTEO, Washington, working with SOUND INVESTMENT STRATEGIES, INC.. Their office serves clients in the MUKILTEO metropolitan area and surrounding communities.
How does James Richard Adams charge for services?
James Richard Adams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUND INVESTMENT STRATEGIES, INC.?
SOUND INVESTMENT STRATEGIES, INC. has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MUKILTEO
Blake Leo Scott — SOUND INVESTMENT STRATEGIES, INC.Jedediah John Sires — SOUND INVESTMENT STRATEGIES, INC.Stephen Sidney Guss — SOUND INVESTMENT STRATEGIES, INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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