SOUND FINANCIAL, LLC

3 registered advisors·CRD# 292271
SEC# 801-1257612425-332-6568
01

Firm Overview

AUM
$142M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOUND FINANCIAL, LLC

3 registered advisors
Cory Edwin Shepherd
LAKE STEVENS, Washington
Jeffrey Frank Miller
LAKE STEVENS, Washington
Paul L Adams
LAKE STEVENS, Washington
05

Office Locations

LAKE STEVENS, Washington
3 advisors

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Data sourced from SEC Form ADV filings. SOUND FINANCIAL, LLC (CRD# 292271) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.