Overview
Assets Under Management: $818 million
Headquarters: CLAREMONT, CA
High-Net-Worth Clients: 208
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 208
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.20
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 621
Discretionary Accounts: 542
Non-Discretionary Accounts: 79
Regulatory Filings
CRD Number: 113098
Last Filing Date: 2024-08-08 00:00:00
Website: https://gouldasset.com