Strait & Sound

Strait & Sound (CRD# 309306) is a financial advisory firm headquartered in San Francisco, CA. They manage $248,280,455 in 607 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
P.o. Box 22391, San Francisco, CA 94122
https://www.linkedin.com/company/strait-and-sound/
By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    607
    ACCOUNTS
  • Average Account Value
    $409,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, NE, NV, OR, TX, WA

Financial Advisors at Strait & Sound
Showing 1 - 6 of 6 top financial advisors.
1
Cory Baer, financial advisor Bellevue WA
Cory B. Baer
CRD#: 6141366
11900 Ne 1st Street, Suite 300-3037, Bellevue, WA 98005

Cory Baer (CRD# 6141366) is an Investment Advisor Representative working at Strait & Sound in Bellevue, WA and has over 11 years of experience in the finance industry.

2
Daniel Barnes, financial advisor Seattle WA
Daniel A. Barnes
CRD#: 5143840
Seattle, WA

Daniel Barnes (CRD# 5143840) is an Investment Advisor Representative working at Strait & Sound in Seattle, WA and has 1 year of experience in the finance industry.

3
Mitchell Freedman, financial advisor Bellevue WA
Mitchell H. Freedman
CRD#: 1227291
Bellevue, WA

Mitchell Freedman (CRD# 1227291) is an Investment Advisor Representative working at Strait & Sound in Bellevue, WA and has 1 year of experience in the finance industry.

4
Li Guay, financial advisor Renton WA
Li P. Guay
CRD#: 4058377
Renton, WA

Li Guay (CRD# 4058377) is an Investment Advisor Representative working at Strait & Sound in Renton, WA and has over 24 years of experience in the finance industry.

5
Todd Sixt, financial advisor San Francisco CA
Todd A. Sixt
CRD#: 2829082
San Francisco, CA

Todd Sixt (CRD# 2829082) is an Investment Advisor Representative working at Strait & Sound in San Francisco, CA and has over 27 years of experience in the finance industry.

6
Gilbert Wiseman, financial advisor Meridian ID
Gilbert K. Wiseman
CRD#: 7406341
Meridian, ID

Gilbert Wiseman (CRD# 7406341) is an Investment Advisor Representative working at Strait & Sound in Meridian, ID and has over 3 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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