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Sound Financial Management, Inc

EST. AUM
$134,079,243

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CLIENT ACCOUNTS
440

Firm Details

Metro area Raleigh
CRD Number 122670
Website n
Client types

Overview

Sound Financial Management, INC. offers portfolio management for individuals and/or small businesses, financial planning services and also performs business activities as.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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