Sound Investment Strategies, Inc. is an adviser based in Mukilteo. It manages $34.3 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Washington.
Sound Investment Strategies provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sound Investment Strategies, Inc. is $34.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sound Investment Strategies, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sound Investment Strategies, Inc. performs its advisory services is located at 619 4 Th Street, Suite B, Mukilteo, WA 98275, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-353-4960 or by fax 425-347-6138. The normal business hours are 9:00 am to 3:00 pm on Monday - Friday. You can find more information about the New York firm at www.investsoundly.com.