Slocum, Gordon & Co. LLP
Slocum, Gordon & Co. LLP is an SEC-registered wealth manager in Newport, RI with $219.2M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Slocum, Gordon & Co. LLP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104929, SEC 801-14301, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $219.2M (2026-02-05)
- Firm type
- Wealth Manager
- Location
- Newport, RI
- Employees
- 5
- Clients
- 131
- CRD
- 104929
- Ownership
- SLOCUM, JOHN, JERMAIN; GORDON, JEFFREY, L.; DOUGLAS, BARCLAY; LINDH, KENNETH, MORGAN; HATFIELD, PETER, C
How much AUM does Slocum, Gordon & Co. LLP have?
Slocum, Gordon & Co. LLP reported $219.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Slocum, Gordon & Co. LLP?
Disclosed owners and executives of Slocum, Gordon & Co. LLP include SLOCUM, JOHN, JERMAIN, GORDON, JEFFREY, L., DOUGLAS, BARCLAY, LINDH, KENNETH, MORGAN, HATFIELD, PETER, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.