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Strait & Sound CRD 309306
$334M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-02 |
| CA | RA | APPROVED | 2020-09-01 |
| WA | RA | APPROVED | 2020-09-01 |
Branch Locations
San Francisco, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rb Capital Management, Llc | Fresno | CA | 10/2006 | Present |
| Barnes Capital, Inc. | Lafayette | CA | 07/2013 | Present |
| Strait & Sound Wealth Management Llc | Seattle | WA | 03/2020 | Present |
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