Mark Biallas
Sound Investment Management · Tualatin, Oregon
Mark Biallas is a fee-only financial advisor at Sound Investment Management in Tualatin, Oregon. Sound Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Sound Investment Management |
|---|---|
| Based in | Tualatin, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $255.5M across 140 accounts |
| SEC registration | Investment adviser representative in OR · CRD 2836184 |
| Exams passed | Series 63 (1997) · Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.simiusa.com |
| Profile |
How Mark's firm compares
- Sound Investment Management's average account is about $1.8 million, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Mark
Is Mark Biallas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Sound Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Sound Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Mark Biallas based?
Mark Biallas is based in Tualatin, Oregon.
Is Mark Biallas registered with the SEC?
Yes. Mark Biallas is registered as an investment adviser representative in OR (CRD 2836184), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sound Investment Management manage?
Sound Investment Management reports $255.5M across 140 accounts in assets under management.
How do I contact Mark Biallas?
Through Mark's website, www.simiusa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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