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).
Total Assets Under Management10MILLION
Total Number of Accounts153ACCOUNTS
Average Account Value$64,148
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.