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SLOCUM, GORDON & CO. LLP

Tel: 401-849-4900
39 Mill Street
Newport, Rhode Island  02840

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SLOCUM, GORDON & CO. LLP

SLOCUM, GORDON & CO. LLP is a Newport, Rhode Island based financial advisory firm with nearly $215,832,625 in assets under management and provides investment advisory services for 282 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Publication of periodicals and newsletters , Other (VIDEO NEWSLETTERS)

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

104929

SEC#:

801-14301

No. of Clients:

282

Assets under Management

$215,832,625

No. of Advisors:

6

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