Sound Investment Management Inc.

Sound Investment Management Inc. (CRD# 107438) is a financial advisory firm headquartered in Tualatin, OR. They manage $211,448,250 in 123 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062
https://www.simiusa.com
By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $1,719,091
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, VA

Financial Advisors at Sound Investment Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Mark Biallas, financial advisor Tualatin OR
Mark J. Biallas
CRD#: 2836184
8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062

Mark Biallas (CRD# 2836184) is an Investment Advisor Representative working at Sound Investment Management Inc. in Tualatin, OR and has over 27 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

John Child (CRD# 2490808) is an Investment Advisor Representative working at Sound Investment Management Inc. in Tualatin, OR and has over 29 years of experience in the finance industry.

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

Mark Child (CRD# 3104797) is an Investment Advisor Representative working at Sound Investment Management Inc. in Marshall, VA and has over 25 years of experience in the finance industry.

4
Micah Child, financial advisor Marshall VA
Micah F. Child
CRD#: 5102305
Marshall, VA

Micah Child (CRD# 5102305) is an Investment Advisor Representative working at Sound Investment Management Inc. in Marshall, VA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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