Sound Investment Management Inc.

Sound Investment Management Inc. (CRD# 107438) is a financial advisory firm headquartered in Tualatin, OR. They manage $148,330,983 in 110 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062
http://www.simiusa.com
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $1,348,463
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, OR, VA

Financial Advisors at Sound Investment Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Micah Child, financial advisor Portland OR
Micah F. Child
CRD#: 5102305
11850 Sw 67th Ave, Suite 1100, Portland, OR 97223
96
Wealthminder
score

Micah Child (CRD# 5102305) is an Investment Advisor Representative working at Sound Investment Management Inc. in Portland, OR and has over 12 years of experience in the finance industry.

2
John Child, financial advisor Tualatin OR
John L. Child
CRD#: 2490808
8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062
93
Wealthminder
score

John Child (CRD# 2490808) is an Investment Advisor Representative working at Sound Investment Management Inc. in Tualatin, OR and has over 23 years of experience in the finance industry.

3
Mark Child, financial advisor Marshall VA
Mark A. Child
CRD#: 3104797
Marshall, VA
93
Wealthminder
score

Mark Child (CRD# 3104797) is an Investment Advisor Representative working at Sound Investment Management Inc. in Marshall, VA and has over 19 years of experience in the finance industry.

4
Robert Warmkessel, financial advisor Tualatin OR
Robert M. Warmkessel
CRD#: 5566459
8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062
93
Wealthminder
score

Robert Warmkessel (CRD# 5566459) is an Investment Advisor Representative working at Sound Investment Management Inc. in Tualatin, OR and has over 9 years of experience in the finance industry.

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