Slocum, Gordon & Company LLP
Slocum, Gordon & Company LLP (CRD# 104929) is a financial advisory firm headquartered in Newport, RI. They manage $215,832,625 in 282 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Slocum, Gordon & Company LLP
By the Numbers
-
Total Assets Under Management216MILLION
-
Total Number of Accounts282ACCOUNTS
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Average Account Value$765,364
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, RI, TX
Financial Advisors at Slocum, Gordon & Company LLP
1
Jeffrey Gordon (CRD# 4346932) is an Investment Advisor Representative working at Slocum, Gordon & Company LLP in Newport, RI and has 1 year of experience in the finance industry.
2
Michael Moeller (CRD# 6465328) is an Investment Advisor Representative working at Slocum, Gordon & Company LLP in Newport, RI and has 1 year of experience in the finance industry.
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