Overview
Assets Under Management: $266 million
Headquarters: SPRINGFIELD, IL
High-Net-Worth Clients: 66
Average Client Assets: $1.8 million
Frequently Asked Questions
ROBERT GORDON & ASSOCIATES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106037), ROBERT GORDON & ASSOCIATES INC is subject to fiduciary duty under federal law.
ROBERT GORDON & ASSOCIATES INC is headquartered in SPRINGFIELD, IL.
ROBERT GORDON & ASSOCIATES INC serves 66 high-net-worth clients according to their SEC filing dated March 14, 2023. View client details ↓
According to their SEC Form ADV, ROBERT GORDON & ASSOCIATES INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
ROBERT GORDON & ASSOCIATES INC manages $266 million in client assets according to their SEC filing dated March 14, 2023.
According to their SEC Form ADV, ROBERT GORDON & ASSOCIATES INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.74%
Average Client Assets: $1.8 million
Total Client Accounts: 728
Discretionary Accounts: 550
Non-Discretionary Accounts: 178
Regulatory Filings
CRD Number: 106037
Filing ID: 1728859
Last Filing Date: 2023-03-14 15:33:00