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SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC
CRD 163025
320 JAMES E. BOHANAN DRIVE, VANDALIA, OH, 45377, United States
Phone
937-264-9300
Fax
937-779-5085
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps; 259 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
All web addresses on file
Official SEC filing: View on IAPD