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Gould Tactical Growth LLC

Gould Tactical Growth LLC. CRD 287904

G

CRD: 287904

Gould Tactical Growth LLC

$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail and Institutional
Platforms
Available
Established Date
05-15-2017
Office Locations
1

Office Locations

-- Phoenixville PA

About Gould Tactical Growth LLC

Gould Tactical Growth is an independent RIA providing personalized investment management and holistic planning for individuals and families, aligning portfolios with client values and long-term goals. The firm emphasizes diversified, risk-calibrated strategies and commonly implements ETF-based allocations. Planning capabilities include retirement, trust & estate, tax planning, strategic advising, and family meeting facilitation; custody via Interactive Brokers.

Team overview

-- AVG AGE
$2.2M AVG AUM / ADVISOR
$275.0K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

RICHARD HANSON GOULD

RICHARD HANSON GOULD

Chief Compliance Officer, Managing Member

CRD
#1383572
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,200,000 --
Non-Discretionary $0 --
Total $2,200,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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