SOUND INVESTMENT STRATEGIES, INC. of BOTHELL, WA is an SEC-registered investment adviser (CRD 141440). Regulatory assets under management: $63.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| ADAMS JAMES RICHARD | CHIEF COMPLIANCE OFFICER | — |
| SCOTT BLAKE LEO | SENIOR PORTFOLIO MANAGER; SHAREHOLDER | — |
| SIRES JEDEDIAH JOHN | EXECUTIVE VICE PRESIDENT | — |
| GUSS STEPHEN SIDNEY | FIRST VICE PRESIDENT; SENIOR PORTFOLIO MANAGER | — |