John
Debiase

Gould Asset Management LLC

CRD#6090948
Investment Advisor
in Claremont, CA

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About this Advisor

John Debiase is a chartered financial analyst working out of Claremont, California, with 11 years of relevant experience. Debiase works at Gould Asset Management LLC. They have spent all of their career at Gould Asset Management Llc. Debiase has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in California. Gould Asset Management LLC is a firm headquartered in Claremont, CA. It controls $701 million in assets between its 618 accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 618 accounts, 52% belong to high-net-worth investors who have greater than $1 million in assets. Gould Asset Management LLC offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees largely are based on which services are offered. Fees billed by Gould Asset Management LLC likely are comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

341 West First Street Suite 200
Claremont, CA 91711-4749

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Gould Asset Management LLC Brokerage Details

Total Assets Under Management

$701,109,715

CA Average: $7,578,581,321
Total Number of Employees

14

CA Average: 43
Total Number of Accounts

618

CA Average: 3,727
Average Account Size

$1,134,482

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

John Debiase Work History

John has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Gould Asset Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Debiase to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gould Asset Management LLC

Serena Lam
Claremont, CA
Jessica Farkas
Claremont, CA
John Debiase
Claremont, CA
Derek Baldwin
Claremont, CA
Stanley Haar
Paso Robles, CA
Scott Smith
Claremont, CA
Paul Goldensohn
Henderson, NV
Thomas Carr
Claremont, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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