Unclaimed Profile

William Louis Gordon

DIX HILLS PARTNERS, LLC·JERICHO, New York

Clean recordDIX HILLS PARTNERS, LLC

50 JERICHO QUADRANGLE, JERICHO, NY 11753CRD# 1008141Firm CRD# 129271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Louis Gordon · JERICHO, NY

Registration

CRD #1008141 · DIX HILLS PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Louis Gordon is a registered financial advisor based in JERICHO, New York, affiliated with DIX HILLS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DIX HILLS PARTNERS, LLC

AUM

$29M

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1008141

Firm CRD# 129271

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Frequently Asked Questions

What services does William Louis Gordon offer?

William Louis Gordon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in JERICHO, New York for a consultation.

What are William Louis Gordon's credentials?

William Louis Gordon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Louis Gordon located?

William Louis Gordon is based in JERICHO, New York, working with DIX HILLS PARTNERS, LLC. Their office serves clients in the JERICHO metropolitan area and surrounding communities.

How does William Louis Gordon charge for services?

William Louis 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 DIX HILLS PARTNERS, LLC?

DIX HILLS PARTNERS, LLC has approximately 8 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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