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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 $149,371,254 assets under management, offering retirement planning & investment advisory services to 367 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 | $149,371,254 |
| No. of Clients | 367 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 367 | $149,371,254 |
| Individuals (other than high net worth individuals) | 104 | $33,560,300 |
| High net worth individuals | 49 | $99,972,241 |
| Pension and profit sharing plans | 2 | $3,645,805 |
| Charitable organizations | 4 | $2,271,576 |
| Corporations or other businesses | 4 | $9,921,332 |
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