SOUND FINANCIAL CENTER LLC

SOUND FINANCIAL CENTER LLC of SEQUIM, WA is an SEC-registered investment adviser (CRD 125767). Regulatory assets under management: $99.6M.

Registration

• CRD: 125767
• Type: Registered investment adviser
• Location: 121 WEST BELL STREET, SEQUIM, WA, 98382
• Phone: 360-683-4500
• Latest filing: 2026-03-27
• Regulatory AUM: $99.6M
• Discretionary AUM: $99.6M
• Clients: 3
• Accounts: 270

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125767 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search