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 a privately held investment adviser organized as a limited liability company and registered with the SEC in 2004. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fee arrangements include asset-based fees, hourly and fixed-fee engagements, and the ability to charge performance-based fees. Gould does not identify as an active ESG investor and maintains a broker-dealer industry affiliation.
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
1 of 1THOMAS CARR
Partner & Chief Compliance OfficerCRD 2379137
Contacts
3 of 8JEZMIER JOHNSON-OLIVEROS
Portfolio AnalystCRD 7845067
JOHN DEBIASE
PartnerCRD 6090948
SCOTT SMITH
Partner, Senior Portfolio ManagerCRD 4859160
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$542M in ETFs
95%
$516M
4%
$25.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $145M | 223,338 | 26.82% |
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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