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Scott Bradley Smith

GOULD ASSET MANAGEMENT LLC·CLAREMONT, California
Unclaimed Profile
341 WEST FIRST STREET, CLAREMONT, CA 91711-4749CRD# 4859160Firm CRD# 113098
01

About

Scott Bradley Smith 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
03

Firm Overview

Firm
GOULD ASSET MANAGEMENT LLC
GOULD ASSET MANAGEMENT LLC
AUM
$818M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at GOULD ASSET MANAGEMENT LLC →
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# 4859160
Firm CRD# 113098
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Bradley Smith offer?
Scott Bradley Smith specializes in Investment Management, Wealth Management. Contact their office in CLAREMONT, California for a consultation.
What are Scott Bradley Smith's credentials?
Scott Bradley Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Bradley Smith located?
Scott Bradley Smith 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 Scott Bradley Smith charge for services?
Scott Bradley Smith'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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Other advisors in CLAREMONT
Gaetan Thomas Scalzo — CLAREMONT FINANCIAL GROUP,INC.Paul Mathias Goldensohn — GOULD ASSET MANAGEMENT LLCDonald Paul Gould — GOULD ASSET MANAGEMENT LLCRonald Allan Bilecki — FINANCIAL DESIGNS CORPORATIONHenry Milton Ford — LIFESTEPS FINANCIAL, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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