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William Alex Sloan

Vice PresidentSound Financial Management, Inc.CRD 6938071

About William Alex Sloan

William Alex Sloan is listed as Vice President at Sound Financial Management, Inc. in Raleigh, NC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Sound Financial Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does William Alex Sloan work?

William Alex Sloan is listed as Vice President at Sound Financial Management, Inc. on SEC Form ADV.

How much of Sound Financial Management, Inc. does William Alex Sloan own?

Form ADV reports a beneficial ownership band of Under 5%.

Sound Financial Management, Inc.

TitleVice President
OwnershipUnder 5%
Control personYes
Since2018