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Donald Paul Gould

GOULD ASSET MANAGEMENT LLC·CLAREMONT, California
Series 7, Series 24, Series 63Clean record24 years registeredGOULD ASSET MANAGEMENT LLC
341 WEST FIRST STREET, CLAREMONT, CA 91711-4749CRD# 1091473Firm CRD# 113098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Paul Gould · CLAREMONT, CA
Registration
CRD #1091473 · GOULD ASSET MANAGEMENT LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

Jul 2002present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · July 15, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOULD ASSET MANAGEMENT LLC
CRD 113098 · SEC 801-63162
AUM
$818M
Regulatory assets under management
Employees
14
621 client accounts
Services offered by GOULD ASSET MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Donald Paul Gould offer?
Donald Paul Gould specializes in Investment Management, Wealth Management. Contact their office in CLAREMONT, California for a consultation.
What are Donald Paul Gould's credentials?
Donald Paul Gould is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Paul Gould located?
Donald Paul Gould is based in CLAREMONT, California, working with GOULD ASSET MANAGEMENT LLC. Their office serves clients in the CLAREMONT metropolitan area and surrounding communities.
How does Donald Paul Gould charge for services?
Donald Paul Gould's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOULD ASSET MANAGEMENT LLC?
GOULD ASSET MANAGEMENT LLC has approximately 14 employees and manages $818M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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