Gould Asset Management LLC

Gould Asset Management LLC (CRD# 113098) is a financial advisory firm headquartered in Claremont, CA. They manage $471,126,997 in 533 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    471
    MILLION
  • Total Number of Accounts
    533
    ACCOUNTS
  • Average Account Value
    $883,916
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NY, TX

Financial Advisors at Gould Asset Management LLC
Showing 1 - 9 of 9 top financial advisors.
1
Thomas K. Carr
CRD#: 2379137
341 W. First St., Suite 200, Claremont, CA 91711
96
Wealthminder
score

Thomas Carr (CRD# 2379137) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 23 years of experience in the finance industry. Thomas Carr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald P. Gould
CRD#: 1091473
341 W 1st St, Suite 200, Claremont, CA 91711
93
Wealthminder
score

Donald Gould (CRD# 1091473) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 33 years of experience in the finance industry.

3
Stanley P. Haar
CRD#: 1247494
7280 W. Palmetto Park Road, Suite 102, Boca Raton, FL 33433
93
Wealthminder
score

Stanley Haar (CRD# 1247494) is an Investment Advisor Representative working at Gould Asset Management LLC in Boca Raton, FL and has over 14 years of experience in the finance industry.

4
Scott B. Smith
CRD#: 4859160
341 W. 1st St., Suite 200, Claremont, CA 91711
93
Wealthminder
score

Scott Smith (CRD# 4859160) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 12 years of experience in the finance industry.

5
Derek M. Baldwin
CRD#: 6381050
341 West First Street, Suite 200, Claremont, CA 91711
90
Wealthminder
score

Derek Baldwin (CRD# 6381050) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has 1 year of experience in the finance industry.

6
John J. Debiase
CRD#: 6090948
341 West First Street, Suite 200, Claremont, CA 91711
90
Wealthminder
score

John Debiase (CRD# 6090948) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 4 years of experience in the finance industry.

7
Stephen D. Macon
CRD#: 6346617
341 West First Street, Suite 200, Claremont, CA 91711
88
Wealthminder
score

Stephen Macon (CRD# 6346617) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 2 years of experience in the finance industry.

8
Paul M. Goldensohn
CRD#: 825159
Henderson, NV
87
Wealthminder
score

Paul Goldensohn (CRD# 825159) is an Investment Advisor Representative working at Gould Asset Management LLC in Henderson, NV and has 1 year of experience in the finance industry.

9
Joseph M. Stella
CRD#: 6372577
341 West First Street, Suite 200, Claremont, CA 91711
87
Wealthminder
score

Joseph Stella (CRD# 6372577) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has 1 year of experience in the finance industry.

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