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GOULDIN & MCCARTHY, LLC
GOULDIN & MCCARTHY, LLC
BASKING RIDGE, New Jersey
·
2 registered advisors
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CRD# 129397
SEC# 801-110810
1
908-630-0200
01
Firm Overview
AUM
$364M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GOULDIN & MCCARTHY, LLC
2 registered advisors
Daniel Michael Mccarthy
BASKING RIDGE, New Jersey
CRD# 4726536
Michael Hayes Gouldin
BASKING RIDGE, New Jersey
CRD# 3113346
05
Office Locations
BASKING RIDGE, New Jersey
2 advisors
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Data sourced from SEC Form ADV filings. GOULDIN & MCCARTHY, LLC (CRD# 129397) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.