SLOCUM, GORDON & CO. LLP

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

About SLOCUM, GORDON & CO. LLP

SLOCUM, GORDON & CO LLP, formally registered with the SEC as SLOCUM, GORDON & CO LLP. The firm was established in 01/11/1979. They have over 1 offices throughout the country.

SLOCUM, GORDON & CO. LLP is a Newport, Rhode Island based Financial Planning firm with nearly $215,832,625 assets under management, offering retirement planning & investment advisory services to 282 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104929
SEC#	801-14301
Assets Managed by Firm	$215,832,625
No. of Clients	282
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	282	$215,832,625
Individuals (other than high net worth individuals)	76	$30,563,559
High net worth individuals	53	$142,532,144
Charitable organizations	7	$33,593,763
Corporations or other businesses	7	$8,929,738

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