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
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 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. 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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