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Building 2ROBERT GORDON & ASSOCIATES INC

Map pinSPRINGFIELD, IL
Phone217-698-4844
NotebookSEC #801-107410
Total AUM
$265.9M
Employees
7
Clients
728

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 S. VETERANS PARKWAY STE A
SPRINGFIELD
IL 62704
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
217-698-4844

ReceiptFinancials

Total AUM
$265.9M
Accounts
728
Discretionary
$200.6M
Accounts
550
Non-Discretionary
$65.2M
Accounts
178

ContactClients

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Individual Clients
662
AUM
$149.6M
HNW Individual Clients
66
AUM
$116.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIL

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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