Overview
Assets Under Management: $818 million
Headquarters: CLAREMONT, CA
High-Net-Worth Clients: 208
Average Client Assets: $4 million
Frequently Asked Questions
GOULD ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113098), GOULD ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
GOULD ASSET MANAGEMENT LLC is headquartered in CLAREMONT, CA.
GOULD ASSET MANAGEMENT LLC serves 208 high-net-worth clients according to their SEC filing dated August 08, 2024. View client details ↓
According to their SEC Form ADV, GOULD ASSET MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GOULD ASSET MANAGEMENT LLC manages $818 million in client assets according to their SEC filing dated August 08, 2024.
According to their SEC Form ADV, GOULD ASSET MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
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