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SLOCUM, GORDON & CO. LLP
Tel: 401-849-4900
39 Mill Street Newport, Rhode Island 02840
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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