$255.5M Total AUM
$0 Disc. AUM
12.8% 3Y CAGR
4 Employees
140 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Deutsche Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-26-1994
- Office Locations
- 2
Office Locations
8215 Tualatin Sherwood Road, Suite 200 Tualatin OR
-- Marshall VA
About Sound Investment Management INC
Sound Investment Management, Inc. is an independent, employee-owned, SEC-registered RIA founded in 1993. The firm provides fee-only investment management alongside retirement and financial planning for clients nationwide, with offices in Portland, Oregon and the Washington, D.C. metro area. SIMI emphasizes fiduciary service and client education as part of its advisory approach.
Team overview
47 AVG AGE
$63.9M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
19.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK J BIALLAS
Chief Investment Officer, President
- CRD
- #2836184
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JOHN LOWELL CHILD JR
Chief Financial Officer, Principal
- CRD
- #2490808
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $255,500,000 | $1,825,000 |
| Total | $255,500,000 | $1,825,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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