Slocum Gordon & Co LLP

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Assets, Funds, Holdings

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Slocum Gordon & Co LLP
CRD #104929
SEC #801-14301
CIK #
AUM $219.3 MM (100% Disc, 100% US)
Employees6 (33% Investors, 0% Brokers)
Phone401-849-4900
Address39 Mill Street
Newport, RI 02840
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
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Ruggie Capital Group LLC
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Benjamin F Edwards Wealth Management LLC
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Rahlfs Capital LLC
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Stone House Investment Management LLC
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MTM Financial Group LLC
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0.2
CornerStone Retirement Group Inc
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0.2
Shearwater Capital LLC
MO
0.2
Communityamerica Financial Solutions LLC
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0.2