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Paul Mathias Goldensohn

GOULD ASSET MANAGEMENT LLC·CLAREMONT, California
Clean recordGOULD ASSET MANAGEMENT LLC
341 WEST FIRST STREET, CLAREMONT, CA 91711-4749CRD# 825159Firm CRD# 113098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Mathias Goldensohn · CLAREMONT, CA
Registration
CRD #825159 · GOULD ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Mathias Goldensohn is a registered financial advisor based in CLAREMONT, California, affiliated with GOULD ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
GOULD ASSET MANAGEMENT LLC
GOULD ASSET MANAGEMENT LLC
AUM
$818M
Regulatory assets under management
Employees
14
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 825159
Firm CRD# 113098
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Mathias Goldensohn offer?
Paul Mathias Goldensohn specializes in Investment Management, Wealth Management. Contact their office in CLAREMONT, California for a consultation.
What are Paul Mathias Goldensohn's credentials?
Paul Mathias Goldensohn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Mathias Goldensohn located?
Paul Mathias Goldensohn 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 Paul Mathias Goldensohn charge for services?
Paul Mathias Goldensohn'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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