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| Gould Asset Management LLC
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|
|---|---|
| CRD # | 113098 |
| SEC # | 801-63162 |
| CIK # | 0001091961 |
| AUM | $817.5 MM (2024-08-08) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 909-445-1291 |
| Address | 341 West First Street Claremont, CA 91711-4749 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLDM | 11.3 | ||
| AAPL | 2,382,844.0 | 6.2 | |
| MSFT | 1,918,222.4 | 3.7 | |
| IAU | 2.6 | ||
| GLD | 2.2 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 106.1 |
| (b) Individuals (high net worth individuals) | 182 | 635.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 75.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 621 | 817.5 |
| By Discretionary | ||
| Discretionary | 542 | 738.0 |
| Non-Discretionary | 79 | 79.5 |
| Total | 621 | 817.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 815.0 | |
| Total | 621 | 817.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001091961] |
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|---|---|---|
|
Cypress Wealth Services LLC
✚
|
CA | 0.8 |
|
Jackson Wealth Management LLC
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FL | 0.8 |
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Sanders Morris LLC
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TX | 0.8 |
|
Mengis Capital Management Inc
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OR | 0.8 |
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Aspire Capital Advisors LLC
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WA | 0.8 |
|
Glass Jacobson Investment Advisors LLC
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MD | 0.8 |
|
Pinnacle Wealth Advisors
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TN | 0.8 |
|
Onyx Bridge Wealth Group LLC
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NY | 0.8 |
|
SMI Advisory Services LLC
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IN | 0.8 |
|
Premier Path Wealth Partners LLC
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NJ | 0.8 |