ROBERT GORDON & ASSOCIATES, INC.

ROBERT GORDON & ASSOCIATES INC

SPRINGFIELD, Illinois·3 registered advisors·CRD# 106037

SEC# 801-1074100217-698-4844

01

Firm Overview

AUM

$266M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at ROBERT GORDON & ASSOCIATES, INC.

3 registered advisors

Nicholas Robert Gordon

SPRINGFIELD, Illinois

Richard Lee Stone

SPRINGFIELD, Illinois

Robert Allen Gordon

SPRINGFIELD, Illinois

05

Office Locations

SPRINGFIELD, Illinois

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Data sourced from SEC Form ADV filings. ROBERT GORDON & ASSOCIATES, INC. (CRD# 106037) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.