S
$99.6M Total AUM
$99.6M Disc. AUM
-- 3Y CAGR
3 Employees
540 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2003
- Office Locations
- 1
Office Locations
121 West Bell Street Sequim WA
About Sound Financial Center LLC
Sound Financial Center LLC is a Sequim-based RIA. The firm has been operating for 22 years. Managing $99.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$33.2M AVG AUM / ADVISOR
$184.4K AVG AUM / CLIENT
8.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSEPH FRANCIS MANGIAMELI
Chief Compliance Officer, Managing Member, President
- CRD
- #2544085
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
John Joseph Mangiameli
--
- CRD
- #7332383
Available
Available
Available
S
Steven S Mangiameli
--
- CRD
- #8018153
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,596,534 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,596,534 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing