Sound Investment Strategies, Inc.

Sound Investment Strategies, Inc. (CRD# 141440) is a financial advisory firm headquartered in Mukilteo, WA. They manage $41,129,757 in 254 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $161,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

WA

Financial Advisors at Sound Investment Strategies, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jedediah J. Sires
CRD#: 4553936
619 4th Street, Suite B, Mukilteo, WA 98275
96
Wealthminder
score

Jedediah Sires (CRD# 4553936) is an Investment Advisor Representative working at Sound Investment Strategies, Inc. in Mukilteo, WA and has over 15 years of experience in the finance industry. Jedediah Sires has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James R. Adams
CRD#: 500891
619 4th Street, Suite B, Mukilteo, WA 98275
93
Wealthminder
score

James Adams (CRD# 500891) is an Investment Advisor Representative working at Sound Investment Strategies, Inc. in Mukilteo, WA and has over 33 years of experience in the finance industry.

3
Stephen S. Guss
CRD#: 1333355
619 4th Street, Suite B, Mukilteo, WA 98275
93
Wealthminder
score

Stephen Guss (CRD# 1333355) is an Investment Advisor Representative working at Sound Investment Strategies, Inc. in Mukilteo, WA and has over 31 years of experience in the finance industry.

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