SOUND INVESTMENT MANAGEMENT INC

8215 Tualatin Sherwood Road, Suite 200
Tualatin, Oregon 97062
Tel: 503-691-7030

About SOUND INVESTMENT MANAGEMENT INC

SOUND INVESTMENT MANAGEMENT INC, formally registered with the SEC as SOUND INVESTMENT MANAGEMENT INC. The firm was established in 05/26/1994. They have over 2 offices throughout the country.

SOUND INVESTMENT MANAGEMENT INC is a Tualatin, Oregon based Financial Planning firm with nearly $211,448,250 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107438
SEC#	801-46570
Assets Managed by Firm	$211,448,250
No. of Clients	123
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	123	$211,448,250
Individuals (other than high net worth individuals)	80	$53,822,941
High net worth individuals	43	$157,625,309

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GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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