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Gordon Richard Lacquement

KOI PORTFOLIO MANAGEMENT, LLC·SANTA ROSA BEACH,, Florida
Clean recordKOI PORTFOLIO MANAGEMENT, LLC
35 SHIPWRECK CIRCLE, SANTA ROSA BEACH,, FL 32459CRD# 3005625Firm CRD# 310421

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gordon Richard Lacquement · SANTA ROSA BEACH,, FL
Registration
CRD #3005625 · KOI PORTFOLIO MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gordon Richard Lacquement is a registered financial advisor based in SANTA ROSA BEACH,, Florida, affiliated with KOI PORTFOLIO MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KOI PORTFOLIO MANAGEMENT, LLC
KOI PORTFOLIO MANAGEMENT, LLC
AUM
$51M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KOI PORTFOLIO MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3005625
Firm CRD# 310421
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gordon Richard Lacquement offer?
Gordon Richard Lacquement specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANTA ROSA BEACH,, Florida for a consultation.
What are Gordon Richard Lacquement's credentials?
Gordon Richard Lacquement is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gordon Richard Lacquement located?
Gordon Richard Lacquement is based in SANTA ROSA BEACH,, Florida, working with KOI PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the SANTA ROSA BEACH, metropolitan area and surrounding communities.
How does Gordon Richard Lacquement charge for services?
Gordon Richard Lacquement's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOI PORTFOLIO MANAGEMENT, LLC?
KOI PORTFOLIO MANAGEMENT, LLC has approximately 2 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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