GOULD ASSET MANAGEMENT LLC
CRD #113098 SEC #801-63162 CLAREMONT, CA 909-445-1291
SEC Registered
Total AUM
$901.3M
Discretionary
$865M
Employees
15
Clients
--
Accounts
640
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $901.3M | $865M | $36.3M | 15 | 0 |
| Aug 2024 | $817.5M | $738M | $79.5M | 14 | 0 |
| Mar 2024 | $817.5M | $738M | $79.5M | 14 | 0 |
| Oct 2023 | $701.1M | $627.7M | $73.4M | 14 | 0 |
| Mar 2023 | $701.1M | $627.7M | $73.4M | 14 | 0 |
| Dec 2022 | $780.4M | $704.8M | $75.6M | 12 | 0 |
| Jun 2022 | $780.4M | $704.8M | $75.6M | 12 | 0 |
| Jun 2022 | $780.4M | $704.8M | $75.6M | 12 | 0 |
| Mar 2022 | $780.4M | $704.8M | $75.6M | 12 | 0 |
| Dec 2021 | $689.2M | $621.4M | $67.8M | 12 | 0 |
| Mar 2021 | $689.2M | $621.4M | $67.8M | 12 | 0 |
| Jul 2020 | $627M | $574M | $52.9M | 11 | 0 |
| Jun 2020 | $627M | $574M | $52.9M | 11 | 0 |
| Mar 2020 | $627M | $574M | $52.9M | 11 | 0 |
| Mar 2019 | $521.3M | $477.5M | $43.8M | 11 | 0 |
| Sep 2018 | $561M | $519.2M | $41.8M | 9 | 0 |
| May 2018 | $562M | $521.5M | $40.6M | 9 | 0 |
| Apr 2018 | $562.7M | $525.3M | $37.4M | 9 | 0 |
| Mar 2018 | $562.7M | $525.3M | $37.4M | 9 | 0 |
| Sep 2017 | $503.7M | $469M | $34.6M | 8 | 300 |
| Mar 2017 | $503.7M | $469M | $34.6M | 8 | 300 |
| Dec 2016 | $471.1M | $436.3M | $34.8M | 9 | 300 |
| Aug 2016 | $471.1M | $436.3M | $34.8M | 9 | 300 |
| Mar 2016 | $471.1M | $436.3M | $34.8M | 9 | 300 |
| Aug 2015 | $468.2M | $431.5M | $36.7M | 9 | 200 |
| Mar 2015 | $472.6M | $436M | $36.7M | 9 | 200 |
| Aug 2014 | $438.4M | $402.6M | $35.7M | 10 | 200 |
| Aug 2014 | $438.4M | $402.6M | $35.7M | 10 | 200 |
| Mar 2014 | $438.4M | $402.6M | $35.7M | 10 | 200 |
| Nov 2013 | $402.1M | $365.5M | $36.6M | 10 | 200 |
| Aug 2013 | $402.1M | $365.5M | $36.6M | 10 | 200 |
| Apr 2013 | $387M | $347.4M | $39.6M | 11 | 200 |
| Mar 2013 | $387M | $347.4M | $39.6M | 11 | 200 |
| Aug 2012 | $375.3M | $337.1M | $38.2M | 6 | 200 |
| Mar 2012 | $375.3M | $337.1M | $38.2M | 6 | 200 |
| Sep 2010 | $337.1M | $305.2M | $31.9M | 10 | -- |
| Sep 2010 | $337.1M | $337.1M | $0 | 10 | -- |
| Mar 2009 | $234.5M | $201.2M | $33.2M | -- | -- |
| Mar 2008 | $283.7M | $254.5M | $29.3M | 10 | -- |
| Mar 2007 | $219M | $219M | $0 | 10 | -- |
| Mar 2006 | $167.5M | $165.6M | $1.9M | 10 | -- |
| Sep 2005 | $157.3M | $155.5M | $1.8M | 10 | -- |
| Jul 2004 | $74M | $74M | $0 | 5 | -- |
| May 2004 | $74M | $74M | $0 | 5 | -- |
| May 2004 | $74M | $74M | $0 | 5 | -- |
DateMar 2025
Total AUM$901.3M
Discretionary$865M
Non-Disc.$36.3M
Employees15
Clients0
DateAug 2024
Total AUM$817.5M
Discretionary$738M
Non-Disc.$79.5M
Employees14
Clients0
DateMar 2024
Total AUM$817.5M
Discretionary$738M
Non-Disc.$79.5M
Employees14
Clients0
DateOct 2023
Total AUM$701.1M
Discretionary$627.7M
Non-Disc.$73.4M
Employees14
Clients0
DateMar 2023
Total AUM$701.1M
Discretionary$627.7M
Non-Disc.$73.4M
Employees14
Clients0
DateDec 2022
Total AUM$780.4M
Discretionary$704.8M
Non-Disc.$75.6M
Employees12
Clients0
DateJun 2022
Total AUM$780.4M
Discretionary$704.8M
Non-Disc.$75.6M
Employees12
Clients0
DateJun 2022
Total AUM$780.4M
Discretionary$704.8M
Non-Disc.$75.6M
Employees12
Clients0
DateMar 2022
Total AUM$780.4M
Discretionary$704.8M
Non-Disc.$75.6M
Employees12
Clients0
DateDec 2021
Total AUM$689.2M
Discretionary$621.4M
Non-Disc.$67.8M
Employees12
Clients0
DateMar 2021
Total AUM$689.2M
Discretionary$621.4M
Non-Disc.$67.8M
Employees12
Clients0
DateJul 2020
Total AUM$627M
Discretionary$574M
Non-Disc.$52.9M
Employees11
Clients0
DateJun 2020
Total AUM$627M
Discretionary$574M
Non-Disc.$52.9M
Employees11
Clients0
DateMar 2020
Total AUM$627M
Discretionary$574M
Non-Disc.$52.9M
Employees11
Clients0
DateMar 2019
Total AUM$521.3M
Discretionary$477.5M
Non-Disc.$43.8M
Employees11
Clients0
DateSep 2018
Total AUM$561M
Discretionary$519.2M
Non-Disc.$41.8M
Employees9
Clients0
DateMay 2018
Total AUM$562M
Discretionary$521.5M
Non-Disc.$40.6M
Employees9
Clients0
DateApr 2018
Total AUM$562.7M
Discretionary$525.3M
Non-Disc.$37.4M
Employees9
Clients0
DateMar 2018
Total AUM$562.7M
Discretionary$525.3M
Non-Disc.$37.4M
Employees9
Clients0
DateSep 2017
Total AUM$503.7M
Discretionary$469M
Non-Disc.$34.6M
Employees8
Clients300
DateMar 2017
Total AUM$503.7M
Discretionary$469M
Non-Disc.$34.6M
Employees8
Clients300
DateDec 2016
Total AUM$471.1M
Discretionary$436.3M
Non-Disc.$34.8M
Employees9
Clients300
DateAug 2016
Total AUM$471.1M
Discretionary$436.3M
Non-Disc.$34.8M
Employees9
Clients300
DateMar 2016
Total AUM$471.1M
Discretionary$436.3M
Non-Disc.$34.8M
Employees9
Clients300
DateAug 2015
Total AUM$468.2M
Discretionary$431.5M
Non-Disc.$36.7M
Employees9
Clients200
DateMar 2015
Total AUM$472.6M
Discretionary$436M
Non-Disc.$36.7M
Employees9
Clients200
DateAug 2014
Total AUM$438.4M
Discretionary$402.6M
Non-Disc.$35.7M
Employees10
Clients200
DateAug 2014
Total AUM$438.4M
Discretionary$402.6M
Non-Disc.$35.7M
Employees10
Clients200
DateMar 2014
Total AUM$438.4M
Discretionary$402.6M
Non-Disc.$35.7M
Employees10
Clients200
DateNov 2013
Total AUM$402.1M
Discretionary$365.5M
Non-Disc.$36.6M
Employees10
Clients200
DateAug 2013
Total AUM$402.1M
Discretionary$365.5M
Non-Disc.$36.6M
Employees10
Clients200
DateApr 2013
Total AUM$387M
Discretionary$347.4M
Non-Disc.$39.6M
Employees11
Clients200
DateMar 2013
Total AUM$387M
Discretionary$347.4M
Non-Disc.$39.6M
Employees11
Clients200
DateAug 2012
Total AUM$375.3M
Discretionary$337.1M
Non-Disc.$38.2M
Employees6
Clients200
DateMar 2012
Total AUM$375.3M
Discretionary$337.1M
Non-Disc.$38.2M
Employees6
Clients200
DateSep 2010
Total AUM$337.1M
Discretionary$305.2M
Non-Disc.$31.9M
Employees10
Clients--
DateSep 2010
Total AUM$337.1M
Discretionary$337.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$234.5M
Discretionary$201.2M
Non-Disc.$33.2M
Employees--
Clients--
DateMar 2008
Total AUM$283.7M
Discretionary$254.5M
Non-Disc.$29.3M
Employees10
Clients--
DateMar 2007
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$167.5M
Discretionary$165.6M
Non-Disc.$1.9M
Employees10
Clients--
DateSep 2005
Total AUM$157.3M
Discretionary$155.5M
Non-Disc.$1.8M
Employees10
Clients--
DateJul 2004
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees5
Clients--