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Springfield, Illinois
$200.2 million AUM
1 office

Robert Gordon & Associates Inc is based in Springfield, Illinois and has $200.2 million in assets under management.

Location
1201 S. Veterans Parkway Suite A.
Springfield, IL 62704
$200.2 million
AUM
7
Employees
AUM Share
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$200,191,054
Assets under management
643 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 610 $130,000,000 65% $213,115
High net worth individuals 32 $67,791,054 34% $2,118,470
Pooled investment vehicles 1 $2,400,000 1% $2,400,000
Employees Share
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7
Employees
4
Investment analysts
57% of total employees
AUM per employee Share
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$200,191,054
Assets under management
$28,598,722
AUM per employee
$50,047,764
AUM per investment analyst
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Compensation

Robert Gordon & Associates Inc makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Robert Gordon & Associates Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
Firm data Share
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CRD number 106,037
SEC number 801-107410
Legal structure Corporation
Legal governance Illinois, United States
Latest ADV filing date May 25, 2020

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