Gould Asset Management is a registered investment adviser based in Claremont, California. We manage individual customized portfolios of financial assets โ stocks, bonds, mutual funds, exchange-traded funds, and options. We seek to distinguish our firm through a culture of superior personal service and exist to serve our clients, making every effort to do so with a genuine personal touch. Whether itโs orchestrating an IRA rollover from a former employer, working with a clientโs CPA at tax time, or navigating an intricate estate planning matter, Gould is there to help clients manage their financial lives. Our clients are individuals and organizations with portfolios that range in size from approximately $750,000 to in excess of $20 million. To schedule a meeting, call (909) 445-1291, email contact@gouldasset.com, or request a meeting at gouldasset.com. ๐๐ฐ๐ถ๐ญ๐ฅ ๐๐ด๐ด๐ฆ๐ต ๐๐ข๐ฏ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต ๐๐๐ ๐ช๐ด ๐ข๐ฏ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ข๐ฅ๐ท๐ช๐ด๐ฆ๐ณ, ๐ณ๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐ธ๐ช๐ต๐ฉ ๐ต๐ฉ๐ฆ ๐๐ ๐๐ฆ๐ค๐ถ๐ณ๐ช๐ต๐ช๐ฆ๐ด ๐ข๐ฏ๐ฅ ๐๐น๐ค๐ฉ๐ข๐ฏ๐จ๐ฆ ๐๐ฐ๐ฎ๐ฎ๐ช๐ด๐ด๐ช๐ฐ๐ฏ (๐๐๐). ๐๐ฆ ๐ฐ๐ง๐ง๐ฆ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐บ ๐ด๐ฆ๐ณ๐ท๐ช๐ค๐ฆ๐ด. ๐๐ฆ ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ต ๐ข ๐ฃ๐ณ๐ฐ๐ฌ๐ฆ๐ณ๐ข๐จ๐ฆ ๐ง๐ช๐ณ๐ฎ, ๐ข๐ฏ๐ฅ ๐ฐ๐ถ๐ณ ๐ง๐ฆ๐ฆ๐ด ๐ข๐ฏ๐ฅ ๐ด๐ฆ๐ณ๐ท๐ช๐ค๐ฆ๐ด ๐ข๐ณ๐ฆ ๐ฅ๐ช๐ง๐ง๐ฆ๐ณ๐ฆ๐ฏ๐ต ๐ง๐ณ๐ฐ๐ฎ ๐ข ๐ฃ๐ณ๐ฐ๐ฌ๐ฆ๐ณ๐ข๐จ๐ฆ ๐ง๐ช๐ณ๐ฎ๐ด.
View Top Employees from Gould Asset ManagementWebsite | http://www.gouldasset.com |
Revenue | $5 million |
Employees | 15 (15 on RocketReach) |
Founded | 1999 |
Address | 341 W First St Suite 200, Claremont, California 91711, US |
Phone | (909) 445-1291 |
Fax | (909) 445-1299 |
Technologies |
JavaScript,
HTML,
PHP
+13 more
(view full list)
|
Industry | Finance, Investment Management, Finance General, Investments, Portfolio Management |
Web Rank | 21 Million |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular Gould Asset Management employee's phone or email?
The Gould Asset Management annual revenue was $5 million in 2024.
15 people are employed at Gould Asset Management.
Gould Asset Management is based in Claremont, California.
The NAICS codes for Gould Asset Management are [52393, 52, 5239, 523].
The SIC codes for Gould Asset Management are [628, 62].