GOULDIN & MCCARTHY, LLC
CRD #129397 SEC #801-110810 BASKING RIDGE, NJ 908-630-0200
SEC Registered
Total AUM
$363.6M
Discretionary
$361.8M
Employees
10
Clients
251
Accounts
777
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $363.6M | $361.8M | $1.8M | 10 | 0 |
| Jan 2021 | $270.1M | $263.9M | $6.2M | 10 | 0 |
| Dec 2020 | $199.4M | $199.4M | $0 | 10 | 0 |
| Dec 2020 | $199.4M | $199.4M | $0 | 9 | 0 |
| Jun 2020 | $199.4M | $199.4M | $0 | 9 | 0 |
| Mar 2020 | $199.4M | $199.4M | $0 | 9 | 0 |
| Jan 2020 | $199.4M | $199.4M | $0 | 9 | 0 |
| Jan 2019 | $134.4M | $134.4M | $0 | 8 | 0 |
| Feb 2018 | $123.9M | $123.9M | $0 | 9 | 2 |
| Jun 2017 | $102.5M | $92.4M | $10.2M | 7 | 200 |
| Jun 2017 | $102.5M | $92.4M | $10.2M | 7 | 200 |
DateFeb 2022
Total AUM$363.6M
Discretionary$361.8M
Non-Disc.$1.8M
Employees10
Clients0
DateJan 2021
Total AUM$270.1M
Discretionary$263.9M
Non-Disc.$6.2M
Employees10
Clients0
DateDec 2020
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees10
Clients0
DateDec 2020
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees9
Clients0
DateJan 2019
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2018
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees9
Clients2
DateJun 2017
Total AUM$102.5M
Discretionary$92.4M
Non-Disc.$10.2M
Employees7
Clients200
DateJun 2017
Total AUM$102.5M
Discretionary$92.4M
Non-Disc.$10.2M
Employees7
Clients200