Sound Asset Management, Inc.

Sound Asset Management, Inc. (CRD# 144170) is a financial advisory firm headquartered in Mason, OH. They manage $9,814,581 in 153 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sound Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Frederick D. Gartenlaub
CRD#: 5341600
8084 Cincinnati Dayton Rd, West Chester, OH 45069

Frederick Gartenlaub (CRD# 5341600) is an Investment Advisor Representative working at Sound Asset Management, Inc. in West Chester, OH and has 1 year of experience in the finance industry. Frederick Gartenlaub has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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