S
$15.4M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
1 Employees
110 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2007
- Office Locations
- 1
Office Locations
969 Reading RD Suite K Mason OH
About Sound Asset Management, Inc.
Sound Asset Management, Inc. is a Mason-based RIA. The firm has been operating for 19 years. Managing $15.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$15.4M AVG AUM / ADVISOR
$140.1K AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Services
Available
Owner & Executives
F
FREDERICK DAVID GARTENLAUB
President
- CRD
- #5341600
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,415,343 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,415,343 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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