$63.4M Total AUM
$60.5M Disc. AUM
-- 3Y CAGR
2 Employees
94 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-2006
- Office Locations
- 2
Office Locations
22722 29th DR SE Suite 100 Bothell WA
-- Langley WA
About Sound Investment Strategies, Inc.
Sound Investment Strategies is an independent, fee-only RIA providing personalized financial planning and investment management, with tax and retirement planning as core services. The firm emphasizes a disciplined, risk-aware approach designed to help clients stay on track through market volatility, using ETFs and fixed income in portfolios, and custodies with Charles Schwab.
Team overview
44 AVG AGE
$31.7M AVG AUM / ADVISOR
$674.5K AVG AUM / CLIENT
19.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
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Asset Classes
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Investment Themes
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Technology
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Owner & Executives
JEDEDIAH JOHN SIRES
Chief Compliance Officer, Executive Vice President
- CRD
- #4553936
- Ownership
- 75% or more
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STEPHEN SIDNEY GUSS
Vice President
- CRD
- #1333355
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,505,887 | $168,966 |
| Non-Discretionary | $2,899,998 | -- |
| Total | $63,405,885 | $168,966 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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