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Building 2SLOCUM, GORDON & CO. LLP

Map pinNEWPORT, RI
Phone401-849-4900
NotebookSEC #801-14301
Total AUM
$219.2M
Employees
5
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
39 MILL STREET
NEWPORT
RI 02840
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
401-849-4900

ReceiptFinancials

Total AUM
$219.2M
Accounts
253
Discretionary
$219.2M
Accounts
253
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$18.9M
HNW Individual Clients
51
AUM
$162.3M
Charitable Organization Clients
7
AUM
$31.3M
Government Entity Clients
1
AUM
$136K
Corporation or Business Clients
7
AUM
$6.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYRITX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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