SOUND FINANCIAL, LLC is an SEC-registered investment adviser (CRD 292271). Regulatory assets under management: $210.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Paul L Adams | CEO; OWNER | Ashland, OR |
| Cory Edwin Shepherd | OWNER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Frank Miller | OWNER | — |
| MILLER OTTO FRANK | OWNER | — |
| ADAMS PAUL L | CEO; OWNER | — |
| SHEPHERD CORY EDWIN | OWNER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |