John
Child

Sound Investment Management Inc

CRD#2490808
Investment Advisor
in Tualatin, OR

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About this Advisor

John Child is a financial advisor based in Tualatin, Oregon with 28 years of industry experience. Child is on the advisory team at Sound Investment Management Inc. During their career, the advisor has held roles at Sound Investment Management, Inc, American Type Culture Collection, Inc, Bionexus Foundation and International Bioresource Group. Child holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Oregon. Sound Investment Management Inc is a financial advisory business headquartered in Tualatin, OR. The company has just four employees. It oversees $178 million in assets under management among its 115 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 115 client accounts, 43% are held by high-net-worth individuals who have greater than $1 million in assets. Sound Investment Management Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on which service is offered. Fees charged by Sound Investment Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

8215 Tualatin Sherwood Road, Suite 200
Tualatin, OR 97062

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Sound Investment Management Inc Brokerage Details

Total Assets Under Management

$178,238,297

OR Average: $1,120,203,312
Total Number of Employees

4

OR Average: 50
Total Number of Accounts

115

OR Average: 1,309
Average Account Size

$1,549,898

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Child Work History

John has been registered as a financial advisor for 28 years.*

2011 - Present (13 years)

Bionexus Foundation

2005 - Present (19 years)

International Bioresource Group

1993 - Present (31 years)

Sound Investment Management, Inc

1993 - Present (31 years)

American Type Culture Collection, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Child to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sound Investment Management Inc

Micah Child
Marshall, VA
Mark Biallas
Tualatin, OR
Mark Child
Marshall, VA
John Child
Tualatin, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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