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Building 2GORDON CARLSON & ASSOCIATES

Map pinIRVINE, CA
Phone(949) 528-6712
NotebookSEC #801-70452
Total AUM
$48.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16520 BAKE PARKWAY
SUITE 200
IRVINE
CA 92618-4689
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(949) 528-6712

ReceiptFinancials

Total AUM
$48.1M
Accounts
230
Discretionary
$24M
Accounts
174
Non-Discretionary
$24.1M
Accounts
56

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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