Sound Investment Strategies, Inc.
Firm details
- Headquarters
- Bothell, Washington
- CRD number
- 141440
- Website
- investsoundly.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.81%
- Individuals26.19%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sound Investment Strategies, Inc. is an independent registered investment adviser structured as a corporation that serves individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses, and it acts as a capital allocator and selector of other advisers when appropriate. Its fee model includes both percentage-of-assets and fixed-fee arrangements. The firm is state-registered in California and Washington and is owned by an individual principal.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- US Government Bonds11%
- Public Funds/Mutual Funds10%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Jedediah Sires
Chief Executive OfficerCRD 4553936
Contacts
1 of 1
Stephen Guss
Co-Founder & Wealth AdvisorCRD 1333355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bothell, WA
Snohomish
Location
Bothell, WA
Headquartered in Bothell, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Snohomish
- Address
- 22722 29th Dr Se
- Time zone
- PT (UTC-8)
- Office locations
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