TrueAdvisor
TrueAdvisor
JH
CFA
JH
CFA

John Matthew Heitkemper

Gould Asset Management LLC
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Gould Asset Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
350 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$901.3M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Minimum Annual Fee:$3,000

Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gould Asset Management LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Ducenta Squared Asset Management
August 2020 - November 2025 · 5 yrs 3 mos
Tortoise Credit Strategies, LLC
June 2016 - July 2020 · 4 yrs 1 mo
Bradford & Marzec, LLC
March 2015 - June 2016 · 1 yr 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.