SOUND FINANCIAL MANAGEMENT, INC.
CRD #122670 SEC #801-132274 RALEIGH, NC 919-845-6600
SEC Registered
Total AUM
$110.7M
Discretionary
$110.7M
Employees
2
Clients
25
Accounts
420
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $110.7M | $110.7M | $0 | 2 | 5 |
| Mar 2025 | $110.7M | $110.7M | $0 | 2 | 5 |
| Mar 2025 | $110.7M | $110.7M | $0 | 2 | 5 |
| Feb 2025 | $110.7M | $110.7M | $0 | 2 | 5 |
DateApr 2025
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees2
Clients5
DateMar 2025
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees2
Clients5
DateMar 2025
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees2
Clients5
DateFeb 2025
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees2
Clients5