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 $178,238,297 assets under management, offering retirement planning & investment advisory services to 115 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	$178,238,297
No. of Clients	115
No. of Advisors	4

Fee Structure

A Percentage of AUM

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	115	$178,238,297
Individuals (other than high net worth individuals)	65	$31,480,424
High net worth individuals	50	$146,757,873

Inquire with SOUND INVESTMENT MANAGEMENT INC

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$16,214,303,154	116850	82
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,067,305,312	425	37
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$7,145,593,038	3808	55
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