Gould Asset Management LLC

Overview

Gould Asset Management LLC is an SEC-registered investment adviser organized as an LLC and in operation since 2004. The firm serves individual and family clients alongside institutional accounts and provides financial planning plus discretionary portfolio management for individuals, small businesses and other businesses or institutions. Compensation is flexible and includes assets-under-management fees, hourly and fixed-fee arrangements, and performance-based fees. The firm is not positioned as an active ESG investor and is not described as a capital allocator or pension consultant. It reports a broker-dealer industry affiliation. Advisory activity emphasizes traditional planning and portfolio management rather than specialized consulting services.

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Public Holdings

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Location & Offices