Sound Asset Management, Inc.

Sound Asset Management, Inc. (CRD# 144170) is a financial advisory firm headquartered in Mason, OH. They manage $12,080,211 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
969 Reading Rd, Suite K, Mason, OH 45040
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $112,899
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Sound Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Frederick Gartenlaub, financial advisor Mason OH
Frederick D. Gartenlaub
CRD#: 5341600
969 Reading Rd Suite K, Mason, OH 45040

Frederick Gartenlaub (CRD# 5341600) is an Investment Advisor Representative working at Sound Asset Management, Inc. in Mason, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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