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Sound Investment Management Inc CRD 107438
$256M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 1995-10-03 |
Branch Locations
8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR 97062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Investment Management, Inc | Portland | OR | 10/1993 | Present |
| American Type Culture Collection, Inc | Manassas | VA | 03/1993 | Present |
| Bionexus Foundation | Manassas | VA | 01/2011 | Present |
| International Bioresource Group | Manassas | VA | 01/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-06 |
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