Gordon Financial
Firm details
- Headquarters
- ,
- CRD number
- 174196
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.24%
- Individuals8.07%
- Charitable Organizations7.68%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gordon Financial is structured as a limited liability company and operates as an independent registered investment adviser. The firm serves both individual and family clients as well as some institutional relationships, and it focuses on providing financial planning and portfolio management services, particularly for individuals and small businesses. Ownership is individual rather than corporate, and the firm charges a mix of fee types (ad valorem on assets under management, hourly fees, and fixed fees). Gordon Financial does not report itself as an active ESG investor and is not identified as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Other5%
- State & Local Bonds3%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Mary Ivy
OwnerCRD 5652790
Mark Gordon
PartnerCRD 6445916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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