A complete list of active advisors currently associated with Sound Asset Management, Inc.
Warmer can help you find a great advisor at Sound Asset Management, Inc. or one who fits your needs even better.
Sound Asset Management, Inc. manages roughly $15.4 million in client assets across about 55 client relationships and provides advisory services centered on portfolio management. The firm charges advisory fees based on a percentage of assets under management, as described in its brochure. The brochure describes ongoing portfolio management and periodic account reviews and references its methods of analysis, investment strategies, and risks in Item 8. It outlines how the firm works with clients through its advisory process and account oversight in the sections covering account reviews and service descriptions. Notably, the brochure discloses that the firm serves an unusually broad range of non-retail clients for a firm of this size, including a sovereign wealth fund, banking and thrift institutions, state or municipal governments, insurance companies, other investment advisers, corporate entities, pension or profit-sharing plans, and charitable organizations. The firm also reports an affiliation with an accounting firm (see Item 10), a combination of features that is uncommon among independent advisers with similar assets and client counts.
To learn more about the advisors currently working at Sound Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mason, OH
| 19
|
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