RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 4, 2022
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GOULDIN, MICHAEL, HAYESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
GOULDIN, MICHAEL, HAYESIPARTNER / CHIEF COMPLIANCE OFFICERD Control
GOULDIN, MICHAEL, HAYESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
GOULDIN, MICHAEL, HAYESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
GOULDIN, MICHAEL, HAYESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
GOULDIN, MICHAEL, HAYESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
GOULDIN, MICHAEL, HAYESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
GOULDIN, MICHAEL, HAYESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
GOULDIN, MICHAEL, HAYESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
GOULDIN, MICHAEL, HAYESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
GOULDIN, MICHAEL, HAYESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
GOULDIN, MICHAEL, HAYESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
MCCARTHY, DANIEL, MICHAELIMEMBERC Control
MCCARTHY, DANIEL, MICHAELIPARTNERC Control
MCCARTHY, DANIEL, MICHAELIMEMBERC Control
MCCARTHY, DANIEL, MICHAELIMEMBERC Control
MCCARTHY, DANIEL, MICHAELIMEMBERC Control
MCCARTHY, DANIEL, MICHAELIMEMBERC Control
MCCARTHY, DANIEL, MICHAELIMEMBERC Control
MCCARTHY, DANIEL, MICHAELIMEMBERC Control
MCCARTHY, DANIEL, MICHAELIMEMBERC Control
MCCARTHY, DANIEL, MICHAELIMEMBERC Control
MCCARTHY, DANIEL, MICHAELIMEMBERC Control
MCCARTHY, DANIEL, MICHAELIMEMBERC Control

Registrations

Federal

IA
Feb 4, 2022 REGISTERED

Notice Filings (8)

FL LA MD NH NJ NY PA TX

Address

180 MOUNT AIRY ROAD
SUITE 203
BASKING RIDGE, NJ 07920
United States
Phone: 908-630-0200