GOULD ASSET MANAGEMENT LLC

341 West First Street
Suite 200
Claremont, California 91711-4749
Tel: 909-445-1291

About GOULD ASSET MANAGEMENT LLC

GOULD ASSET MANAGEMENT LLC, formally registered with the SEC as GOULD ASSET MANAGEMENT LLC. The firm was established in 05/27/2004. They have over 1 offices throughout the country.

GOULD ASSET MANAGEMENT LLC is a Claremont, California based Financial Planning firm with nearly $817,545,476 assets under management, offering retirement planning & investment advisory services to 621 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113098
SEC#	801-63162
Assets Managed by Firm	$817,545,476
No. of Clients	621
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (INVESTMENT CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	621	$817,545,476
Individuals (other than high net worth individuals)	146	$106,090,314
High net worth individuals	182	$635,694,032
Charitable organizations	14	$75,761,130

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