Overview
Assets Under Management: $124 million
Headquarters: BASKING RIDGE, NJ
High-Net-Worth Clients: 54
Average Client Assets: $1.5 million
Frequently Asked Questions
GOULDIN & MCCARTHY, 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 #129397), GOULDIN & MCCARTHY, LLC is subject to fiduciary duty under federal law.
GOULDIN & MCCARTHY, LLC is headquartered in BASKING RIDGE, NJ.
GOULDIN & MCCARTHY, LLC serves 54 high-net-worth clients according to their SEC filing dated February 26, 2018. View client details ↓
According to their SEC Form ADV, GOULDIN & MCCARTHY, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
GOULDIN & MCCARTHY, LLC manages $124 million in client assets according to their SEC filing dated February 26, 2018.
According to their SEC Form ADV, GOULDIN & MCCARTHY, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.34%
Average Client Assets: $1.5 million
Total Client Accounts: 483
Discretionary Accounts: 483
Regulatory Filings
CRD Number: 129397
Filing ID: 1160531
Last Filing Date: 2018-02-26 11:42:00