Sound Investment Management Inc
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 107438
- SEC number
- 801-46570
- Firm type
- RIA
- Assets under management
- $255.5M as of Apr 14, 2026
- Website
- www.simiusa.com ↗
- Phone
- 503-691-7030
- Address
- 8215 Tualatin Sherwood Road, Suite 200, Tualatin, OR, 97062
Advisors at this firm
4 in our index · page 1 of 1
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Mark J BiallasCRD 2836184 · Tualatin, ORIA Registered
-
John Lowell ChildCRD 2490808 · Tualatin, ORIA Registered
-
Mark Albert ChildCRD 3104797 · Marshall, VAIA Registered
-
Micah Feiner ChildCRD 5102305 · Marshall, VAIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 107438 ↗
FINRA BrokerCheck record for firm CRD 107438 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.