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SOUND INVESTMENT STRATEGIES, INC.
SOUND INVESTMENT STRATEGIES, INC.
MUKILTEO, Washington
·
4 registered advisors
·
CRD# 141440
SEC# 801-67170
425-353-4960
01
Firm Overview
AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SOUND INVESTMENT STRATEGIES, INC.
4 registered advisors
Blake Leo Scott
MUKILTEO, Washington
CRD# 1360821
James Richard Adams
MUKILTEO, Washington
CRD# 500891
Jedediah John Sires
MUKILTEO, Washington
CRD# 4553936
Stephen Sidney Guss
MUKILTEO, Washington
CRD# 1333355
05
Office Locations
MUKILTEO, Washington
4 advisors
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Data sourced from SEC Form ADV filings. SOUND INVESTMENT STRATEGIES, INC. (CRD# 141440) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.