SLOCUM GORDON & CO LLP

SLOCUM, GORDON & CO. LLP
NEWPORT, Rhode Island·5 registered advisors·CRD# 104929
SEC# 801-143010401-849-4900
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 ManagementWealth Management
04

Advisors at SLOCUM GORDON & CO LLP

5 registered advisors
Barclay Douglas
NEWPORT, Rhode Island
Jeffrey L. Gordon
NEWPORT, Rhode Island
John Jermain Slocum
NEWPORT, Rhode Island
Kenneth Morgan Lindh
NEWPORT, Rhode Island
Peter C Hatfield
NEWPORT, Rhode Island
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.