SOUND FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$210,821,790
Discretionary
$178,918,611
Non-discretionary
$31,903,179
Firm details
- CRD number
- 292271
- SEC file number
- 801-125761
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.