SOUND INVESTMENT MANAGEMENT INC

RIASEC RegisteredEst. 1994

Total AUM

$256M

Discretionary

$0

0% of AUM

Avg account

$1.8M

Accounts

140

Employees

4

Advisory reps

4

Firm details

Headquarters: TUALATIN, Oregon
CRD number: 107438
Registered since: May 26, 1994
Website: www.simiusa.com
Fee structure: Percentage of AUM
Client types: HNWI59.69%
Individuals40.31%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Sound Investment Management Inc. is an independent registered investment adviser that has been SEC-registered since 1994 and is owned by an individual. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm does not present itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds70%
Exchange Traded Equities25%
Cash & Cash Equivalents5%

Owners & executives

1 of 1

MARK BIALLAS
VP, Chief Investment OfficerCRD 2836184

Contacts

3 of 3

MICAH CHILD
AdvisorCRD 5102305
MARK CHILD
Principal & Investment AdvisorCRD 3104797
JOHN CHILD
PresidentCRD 2490808

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

TUALATIN, OR

WASHINGTON

Location

TUALATIN, OR

Headquartered in TUALATIN, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area: Portland-Vancouver-Salem, OR-WA
Region: West
County: WASHINGTON
Address: 8215 SW Tualatin Sherwood Rd
Time zone: PT (UTC-8)
Office locations

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