SOUND INVESTMENT MANAGEMENT, LLC
SOUND INVESTMENT MANAGEMENT, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 299859). Regulatory assets under management: $47.1M.
Registration
- CRD: 299859
- Type: Registered investment adviser
- Location: 620 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, 92660
- Phone: 949-323-7500
- Latest filing: 2026-03-06
- Regulatory AUM: $47.1M
- Discretionary AUM: $47.1M
- Non-discretionary AUM: $37K
- Clients: 1
- Accounts: 114
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
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