Gouldin & Mccarthy Review

Trust Score 83%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Gouldin & Mccarthy, federally registered in 2017, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 6 advisors. Gouldin & Mccarthy manages $134.4 million and provides investment advisory services for 220 clients (1:37 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $610,904
Hybrid Advisor No
Disciplinary History No
Total AUM $134.4 million
Advisor / Client Ratio 1:37
Headquarters Basking Ridge, NJ
SEC Filings Forms and Brochures    (CRD # 129397)
State(s) Registered FL, NH, NJ, NY, PA, TX

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