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SLOCUM GORDON & CO LLP
SLOCUM GORDON & CO LLP
SLOCUM, GORDON & CO. LLP
NEWPORT, Rhode Island
·
5 registered advisors
·
CRD# 104929
SEC# 801-14301
0
401-849-4900
01
Firm Overview
AUM
$216M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Investment Management
Wealth Management
04
Advisors at SLOCUM GORDON & CO LLP
5 registered advisors
Barclay Douglas
NEWPORT, Rhode Island
CRD# 4346937
Jeffrey L. Gordon
NEWPORT, Rhode Island
CRD# 4346932
John Jermain Slocum
NEWPORT, Rhode Island
CRD# 838259
Kenneth Morgan Lindh
NEWPORT, Rhode Island
CRD# 4520346
Peter C Hatfield
NEWPORT, Rhode Island
CRD# 5793286
05
Office Locations
NEWPORT, Rhode Island
5 advisors
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Data sourced from SEC Form ADV filings. SLOCUM GORDON & CO LLP (CRD# 104929) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.