SLOCUM, GORDON & CO. LLP - Financial Advisor in Rhode Island, Newport

Tel: 401-849-4900 39 Mill Street Newport, Rhode Island 02840

About SLOCUM, GORDON & CO. LLP

SLOCUM, GORDON & CO. LLP is a Newport, Rhode Island based financial advisory firm with nearly $215,832,625 in assets under management and provides investment advisory services for 282 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

104929

Firm SEC#:

801-14301

Assets Under Management:

$215,832,625

No. of Clients:

282

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Other (VIDEO NEWSLETTERS)

Fee Structure:

A percentage of AUM, Hourly charges

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