Gould Tactical Growth LLC
Firm details
- Headquarters
- ,
- CRD number
- 287904
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gould Tactical Growth LLC is a small, equity-focused investment adviser organized as a limited liability company that offers tactical portfolio management for individuals, small businesses and institutional clients. The firm’s stated preference is equities, with the bulk of client assets deployed in exchange-traded equities and ETFs. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, which aligns with an actively managed, outcome-driven approach rather than a passive or index-only strategy. With $2.2M in total discretionary assets and custody through Interactive Brokers, the firm operates more like a boutique, high-touch manager that uses liquid markets to implement tactical growth allocations. Gould Tactical Growth LLC is not positioned as an ESG-focused or multi-state adviser, and its owner structure is individual ownership.
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
- Exchange Traded Equities86%
- Cash & Cash Equivalents14%
Contacts
1 of 1
Richard Gould
Managing MemberCRD 1383572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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