Gould Asset Management LLC

Gould Asset Management LLC (CRD# 113098) is a financial advisory firm headquartered in Claremont, CA. They manage $817,545,476 in 621 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
341 West First Street, Suite 200, Claremont, CA 91711
http://www.gouldasset.com
By the Numbers
  • Total Assets Under Management
    818
    MILLION
  • Total Number of Accounts
    621
    ACCOUNTS
  • Average Account Value
    $1,316,498
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
The map below shows states where this firm has explicit registration only.

CA, FL, NY, OR, TX

Financial Advisors at Gould Asset Management LLC
Showing 1 - 8 of 8 top financial advisors.
1
Derek Baldwin, financial advisor Claremont CA
Derek M. Baldwin
CRD#: 6381050
341 West First Street, Suite 200, Claremont, CA 91711

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.

2
Thomas Carr, financial advisor Claremont CA
Thomas K. Carr
CRD#: 2379137
341 W. First St., Suite 200, Claremont, CA 91711

Thomas Carr (CRD# 2379137) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 30 years of experience in the finance industry.

3
John Debiase, financial advisor Claremont CA
John J. Debiase
CRD#: 6090948
341 West First Street, Suite 200, Claremont, CA 91711

John Debiase (CRD# 6090948) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 11 years of experience in the finance industry.

4
Paul Goldensohn, financial advisor Henderson NV
Paul M. Goldensohn
CRD#: 825159
Henderson, NV

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.

5
Donald Gould, financial advisor Claremont CA
Donald P. Gould
CRD#: 1091473
341 W 1st St, Suite 200, Claremont, CA 91711

Donald Gould (CRD# 1091473) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 41 years of experience in the finance industry.

6
Serena Lam, financial advisor Claremont CA
Serena C. Lam
CRD#: 6211586
341 West First Street, Suite 200, Claremont, CA 91711

Serena Lam (CRD# 6211586) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 5 years of experience in the finance industry.

7
Scott Smith, financial advisor Claremont CA
Scott B. Smith
CRD#: 4859160
341 W. 1st St., Suite 200, Claremont, CA 91711

Scott Smith (CRD# 4859160) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 19 years of experience in the finance industry.

8
Jezmier Johnson-Oliveros, financial advisor Claremont CA
Jezmier Johnson-Oliveros
CRD#: 7845067
341 West First Street, Suite 200, Claremont, CA 91711

Jezmier Johnson-Oliveros (CRD# 7845067) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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