| Name | Title | Ownership | Since |
|---|---|---|---|
| John Lowell Child Control | President | 50-75% | 1993 |
| Mark Albert Child Control | Chief Compliance Officer, Svp | 10-25% | 1998 |
| Mark J Biallas Control | Chief Investment Officer | 25-50% | 2023 |
Sound Investment Management Inc reports $242.6 million in regulatory assets under management on its Form ADV.
Sound Investment Management Inc reports 4 employees.
Sound Investment Management Inc is based in Tualatin, OR and has been SEC-registered since 1994.
Sound Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062 |
| Phone | 503-691-7030 |
| Office hours | 9Ampst To 3Pmpst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $242.6M |
| Total (RAUM) | $242.6M |