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Casey Heiss Gordon

NORTHGATE CAPITAL, L.P.·DANVILLE, California
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649 SAN RAMON VALLEY BLVD, DANVILLE, CA 94526CRD# 7244382Firm CRD# 140214
01

About

Casey Heiss Gordon is a registered financial advisor based in DANVILLE, California, affiliated with NORTHGATE CAPITAL, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NORTHGATE CAPITAL, L.P.
NORTHGATE CAPITAL, L.P.
AUM
$4.1B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at NORTHGATE CAPITAL, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7244382
Firm CRD# 140214
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Casey Heiss Gordon offer?
Casey Heiss Gordon specializes in Retirement Planning. Contact their office in DANVILLE, California for a consultation.
What are Casey Heiss Gordon's credentials?
Casey Heiss Gordon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Heiss Gordon located?
Casey Heiss Gordon is based in DANVILLE, California, working with NORTHGATE CAPITAL, L.P.. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Casey Heiss Gordon charge for services?
Casey Heiss Gordon's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHGATE CAPITAL, L.P.?
NORTHGATE CAPITAL, L.P. has approximately 36 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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