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GOULD CAPITAL, LLC
2323 N 31st Street
Ste 100
Tacoma, Washington 98403
Tel: 253-272-9898
About GOULD CAPITAL, LLC
GOULD CAPITAL, LLC, formally registered with the SEC as GOULD CAPITAL, LLC. The firm was established in 03/08/2019. They have over 1 offices throughout the country.
GOULD CAPITAL, LLC is a Tacoma, Washington based Financial Planning firm with nearly $134,688,302 assets under management, offering retirement planning & investment advisory services to 374 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 300609 |
| SEC# | 801-114815 |
| Assets Managed by Firm | $134,688,302 |
| No. of Clients | 374 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 374 | $134,688,302 |
| Individuals (other than high net worth individuals) | 225 | $33,570,519 |
| High net worth individuals | 139 | $85,926,741 |
| Pension and profit sharing plans | 2 | $3,149,229 |
| Charitable organizations | 4 | $2,201,615 |
| Corporations or other businesses | 4 | $9,840,198 |
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