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STRAIT & SOUND WEALTH MANAGEMENT LLC
STRAIT & SOUND WEALTH MANAGEMENT LLC
STRAIT & SOUND
1 registered advisor
·
CRD# 309306
SEC# 801-118892
6
(425) 577-7710
01
Firm Overview
AUM
$248M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STRAIT & SOUND WEALTH MANAGEMENT LLC
1 registered advisor
Daniel Allen Barnes
BELLEVUE, Washington
CRD# 5143840
05
Office Locations
BELLEVUE, Washington
1 advisor
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Data sourced from SEC Form ADV filings. STRAIT & SOUND WEALTH MANAGEMENT LLC (CRD# 309306) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.