Gould Tactical Growth LLC

RIASEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
100% of AUM
Avg account
$169K
Accounts
13
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Cash & Cash Equivalents 14%86%
  • Exchange Traded Equities86%
  • Cash & Cash Equivalents14%

Contacts

1 of 1
  • Richard Gould

    Richard Gould

    Managing MemberCRD 1383572

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth