Slocum, Gordon & Company LLP

Slocum, Gordon & Company LLP (CRD# 104929) is a financial advisory firm headquartered in Newport, RI. They manage $231,988,586 in 305 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $760,618
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH, RI, TX

Financial Advisors at Slocum, Gordon & Company LLP
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey L. Gordon
CRD#: 4346932
39 Mill Street, Newport, RI 02840
87
Wealthminder
score

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.

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