Gouldin & McCarthy LLC
- Assets, Funds, Holdings
Gouldin & McCarthy LLC
|
CRD # | 129397 |
SEC # | 801-110810 |
CIK # | |
AUM |
|
Employees |
10 (70% Investors, 40% Brokers)
|
Phone | 908-630-0200 |
Address | 180 Mount Airy Road Basking Ridge, NJ 07920 |
Source |
[IAPD]
[Website]
|
Total AUM ($MM)
|
|
AUM Breakdown |
Accounts |
AUM ($MM) |
By Client Type |
(a) Individuals (other than high net worth individuals) |
164
|
49.9 |
(b) Individuals (high net worth individuals) |
138
|
299.6 |
(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 |
0 |
0.0 |
(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 |
2 |
14.1 |
(n) Other |
0 |
0.0 |
Total |
777 |
363.6 |
By Discretionary |
Discretionary |
762 |
361.8 |
Non-Discretionary |
15 |
1.8 |
Total |
777 |
363.6 |
By Non-United States Persons |
Non-United States Persons |
|
0.0 |
United States Persons |
|
363.6 |
Total |
777 |
363.6 |
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