SOUND INVESTMENT MANAGEMENT INC
CRD #107438 SEC #801-46570 TUALATIN, OR 503-691-7030
SEC Registered
Total AUM
$242.6M
Discretionary
$0
Employees
4
Clients
1
Accounts
131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $242.6M | $0 | $242.6M | 4 | 0 |
| Mar 2025 | $242.6M | $0 | $242.6M | 4 | 0 |
| Mar 2024 | $211.4M | $0 | $211.4M | 4 | 0 |
| Mar 2023 | $178.2M | $0 | $178.2M | 4 | 0 |
| Jan 2023 | $196.9M | $0 | $196.9M | 4 | 0 |
| Mar 2022 | $196.9M | $0 | $196.9M | 4 | 0 |
| Mar 2021 | $165.6M | $0 | $165.6M | 4 | 0 |
| Oct 2020 | $156.1M | $0 | $156.1M | 4 | 0 |
| Mar 2020 | $156.1M | $0 | $156.1M | 4 | 0 |
| Mar 2019 | $142.3M | $0 | $142.3M | 3 | 0 |
| Mar 2018 | $149.5M | $0 | $149.5M | 3 | 0 |
| Mar 2017 | $148.3M | $148.3M | $0 | 4 | 110 |
| Mar 2016 | $128.4M | $0 | $128.4M | 4 | 100 |
| Mar 2016 | $128.4M | $0 | $128.4M | 4 | 100 |
| Sep 2015 | $129.1M | $0 | $129.1M | 4 | 100 |
| Mar 2015 | $129.1M | $0 | $129.1M | 4 | 100 |
| Aug 2014 | $116.1M | $0 | $116.1M | 4 | 26 |
| Mar 2014 | $116.1M | $0 | $116.1M | 4 | 26 |
| Mar 2013 | $100.6M | $0 | $100.6M | 3 | 26 |
| Feb 2012 | $91.8M | $0 | $91.8M | 1 | 26 |
| Jul 2011 | $84.9M | $0 | $84.9M | 5 | -- |
| Mar 2011 | $84.9M | $0 | $84.9M | 5 | -- |
| Mar 2008 | $79.1M | $0 | $79.1M | 5 | -- |
| Mar 2007 | $64M | $0 | $64M | 5 | -- |
| Dec 2006 | $55.6M | $0 | $55.6M | 5 | -- |
| Mar 2006 | $55.6M | $0 | $55.6M | 5 | -- |
| Mar 2002 | $41.1M | $0 | $41.1M | 5 | -- |
DateOct 2025
Total AUM$242.6M
Discretionary$0
Non-Disc.$242.6M
Employees4
Clients0
DateMar 2025
Total AUM$242.6M
Discretionary$0
Non-Disc.$242.6M
Employees4
Clients0
DateMar 2024
Total AUM$211.4M
Discretionary$0
Non-Disc.$211.4M
Employees4
Clients0
DateMar 2023
Total AUM$178.2M
Discretionary$0
Non-Disc.$178.2M
Employees4
Clients0
DateJan 2023
Total AUM$196.9M
Discretionary$0
Non-Disc.$196.9M
Employees4
Clients0
DateMar 2022
Total AUM$196.9M
Discretionary$0
Non-Disc.$196.9M
Employees4
Clients0
DateMar 2021
Total AUM$165.6M
Discretionary$0
Non-Disc.$165.6M
Employees4
Clients0
DateOct 2020
Total AUM$156.1M
Discretionary$0
Non-Disc.$156.1M
Employees4
Clients0
DateMar 2020
Total AUM$156.1M
Discretionary$0
Non-Disc.$156.1M
Employees4
Clients0
DateMar 2019
Total AUM$142.3M
Discretionary$0
Non-Disc.$142.3M
Employees3
Clients0
DateMar 2018
Total AUM$149.5M
Discretionary$0
Non-Disc.$149.5M
Employees3
Clients0
DateMar 2017
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees4
Clients110
DateMar 2016
Total AUM$128.4M
Discretionary$0
Non-Disc.$128.4M
Employees4
Clients100
DateMar 2016
Total AUM$128.4M
Discretionary$0
Non-Disc.$128.4M
Employees4
Clients100
DateSep 2015
Total AUM$129.1M
Discretionary$0
Non-Disc.$129.1M
Employees4
Clients100
DateMar 2015
Total AUM$129.1M
Discretionary$0
Non-Disc.$129.1M
Employees4
Clients100
DateAug 2014
Total AUM$116.1M
Discretionary$0
Non-Disc.$116.1M
Employees4
Clients26
DateMar 2014
Total AUM$116.1M
Discretionary$0
Non-Disc.$116.1M
Employees4
Clients26
DateMar 2013
Total AUM$100.6M
Discretionary$0
Non-Disc.$100.6M
Employees3
Clients26
DateFeb 2012
Total AUM$91.8M
Discretionary$0
Non-Disc.$91.8M
Employees1
Clients26
DateJul 2011
Total AUM$84.9M
Discretionary$0
Non-Disc.$84.9M
Employees5
Clients--
DateMar 2011
Total AUM$84.9M
Discretionary$0
Non-Disc.$84.9M
Employees5
Clients--
DateMar 2008
Total AUM$79.1M
Discretionary$0
Non-Disc.$79.1M
Employees5
Clients--
DateMar 2007
Total AUM$64M
Discretionary$0
Non-Disc.$64M
Employees5
Clients--
DateDec 2006
Total AUM$55.6M
Discretionary$0
Non-Disc.$55.6M
Employees5
Clients--
DateMar 2006
Total AUM$55.6M
Discretionary$0
Non-Disc.$55.6M
Employees5
Clients--
DateMar 2002
Total AUM$41.1M
Discretionary$0
Non-Disc.$41.1M
Employees5
Clients--