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Gould Asset Management Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Gould Asset Management is a registered investment adviser based in Claremont, California. The firm builds customized portfolios that include stocks, bonds, mutual funds, exchange-traded funds, and options. It emphasizes a high level of personal service and a genuine personal touch, assisting clients with a range of financial matters from IRA rollovers to coordinating with CPAs at tax time and navigating complex estate planning.

Its client base includes individuals and organizations with portfolios spanning roughly $750,000 to more than $20 million. Operating in the investment management industry as a U.S. Securities and Exchange Commission-registered adviser, the firm differentiates itself from traditional broker-dealers in terms of the services and approach it provides.

Find Gould Asset Management employees' phone numbers or email addresses

Gould Asset Management Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Gould Asset Management's Leadership

  • Stylized image of a person
    M. C.
    President Founder
    Phone icon
  • Stylized image of a person
    B. G.
    Client Service Associate
    Phone icon
  • Stylized image of a person
    S. O.
    Accounting
    Phone icon

Gould Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Accounting
  • Administrative
  • Other
  • Consultant

Contact profiles from Gould Asset Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. C.
    President Founder
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    B. G.
    Client Service Associate
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    S. O.
    Accounting
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is Gould Asset Management known for?

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Gould Asset Management was founded in 1999 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Gould Asset Management's company overview page for more information.

What is Gould Asset Management's most common email format?

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Gould Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Gould Asset Management email formats with LeadIQ.

How many employees does Gould Asset Management have currently?

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Gould Asset Management has approximately 16 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Gould Asset Management's key employees and leadership?

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As of July 2026, Gould Asset Management's key employees include:

  • President Founder: M. C.
  • Client Service Associate: B. G.
  • Accounting: S. O.

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