Gordon Carlson & Associates

Gordon Carlson & Associates (CRD# 149891) is a financial advisory firm headquartered in , . They manage $88,211,896 in 355 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $248,484
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Gordon Carlson & Associates
Showing 1 - 1 of 1 top financial advisors.
1
Gordon Carlson, financial advisor Irvine CA
Gordon P. Carlson
CRD#: 2585514
16520 Bake Parkway, Suite 200, Irvine, CA 92618

Gordon Carlson (CRD# 2585514) is an Investment Advisor Representative working at Gordon Carlson & Associates in Irvine, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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