S
$428.7K Total AUM
$428.7K Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
55 1ST Pl. NW Ste. 3 Issaquah WA
About Sound Investment Advice, LLC
Sound Investment Advice, LLC is a Issaquah-based RIA. The firm has been operating for 5 years. Managing $428.7K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$428.7K AVG AUM / ADVISOR
$53.6K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Owner & Executives
E
Eugene Slutsky
Managing Member, Vice President
- CRD
- #7328718
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $428,676 | -- |
| Non-Discretionary | $0 | -- |
| Total | $428,676 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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