Overview
Assets Under Management: $417 million
Headquarters: GIG HARBOR, WA
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Total Client Accounts: 1,326
Discretionary Accounts: 1,322
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 116083
Filing ID: 1996617
Last Filing Date: 2025-06-09 12:17:00
Website: https://soundwp.com