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 24 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 34 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 15 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 13 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 5 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 3 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 over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.