SOUND FINANCIAL MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$134,079,243
Discretionary
$134,079,243
Non-discretionary
$0
Firm details
- CRD number
- 122670
- SEC file number
- 801-132274
- Main office
- RALEIGH, NC, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.