← Back to searchVisit website
GOULD ASSET MANAGEMENT LLC
CRD 113098 · SEC 801-63162
341 WEST FIRST STREET, SUITE 200, CLAREMONT, CA, 91711-4749, United States
Phone
909-445-1291
Fax
909-445-1299
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.03B
Discretionary AUM
$995.0M
Team
15 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)INVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $77.5M |
| High net worth individuals | 229 | $916.7M |
| Charitable organizations | 14 | $40.3M |
States served
CA, NY, OR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD