Gould Asset Management LLC
Firm details
- Headquarters
- Claremont, California
- CRD number
- 113098
- Registered since
- May 27, 2004
- Website
- gouldasset.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI88.61%
- Individuals7.5%
- Charitable Organizations3.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gould Asset Management LLC is an independent registered investment adviser that has been SEC-registered since 2004. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and portfolio management for individuals, small businesses, and institutional entities. Its fee schedule includes percentage-of-AUM billing as well as hourly, fixed-fee arrangements and performance-based fees. Gould lists a broker-dealer affiliation among its industry relationships and is owned by a mix of a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities7%
- Other4%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$614M in ETFs
95%
$585M
4%
$28.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $167M | 223,301 | 27.17% |
Location
Claremont, CA
Los Angeles
Location
Claremont, CA
Headquartered in Claremont, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 341 W 1st St
- Time zone
- PT (UTC-8)
- Office locations
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