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Building 2GOULD ASSET MANAGEMENT LLC

Map pinCLAREMONT, CA
Phone909-445-1291
NotebookSEC #801-63162
Total AUM
$1B
Employees
15
Clients
363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
341 WEST FIRST STREET
SUITE 200
CLAREMONT
CA 91711-4749
United States
Operating Hours
8:30 AM - 5 PM PACIFIC
Monday - Friday
Phone
909-445-1291

ReceiptFinancials

Total AUM
$1B
Accounts
644
Discretionary
$995M
Accounts
565
Non-Discretionary
$39.5M
Accounts
79

ContactClients

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Individual Clients
120
AUM
$77.5M
HNW Individual Clients
229
AUM
$916.7M
Charitable Organization Clients
14
AUM
$40.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYORTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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