Sound Investment Management Inc
● SEC registered since 1994CRD 107438SEC# 801-46570Tualatin, OR
Reg. AUM
$255.5M
Employees
4
Accounts
140
Location
Tualatin, OR
Sound Investment Management Inc assets under management
Sound Investment Management Inc operates as an SEC-registered investment adviser based in Tualatin, OR. The firm has been registered since 1994. It reports $255.5 million in regulatory assets under management and employs 4 people.
Sound Investment Management Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Lowell Child Control | Chief Financial Officer | 25-50% | 1993 |
| Mark Albert Child | Senior Vice President | Under 5% | 1998 |
| Mark J Biallas Control | President, Chief Investment Officer | 50-75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Sound Investment Management Inc manage?
Sound Investment Management Inc reports $255.5 million in regulatory assets under management on its Form ADV.
How many employees does Sound Investment Management Inc have?
Sound Investment Management Inc reports 4 employees.
Where is Sound Investment Management Inc located?
Sound Investment Management Inc is based in Tualatin, OR and has been SEC-registered since 1994.
Does Sound Investment Management Inc disclose fund performance?
Sound Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062 |
| Phone | 503-691-7030 |
| Office hours | 9Ampst To 3Pmpst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$255.5M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$255.5Mregulatory AUM
Discretionary $0Non-discretionary $255.5M