Slocum Gordon

Finance · Rhode Island, United States · 1-10 Employees

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Overview

Headquarters

39 Mill St, Newport, Rhode Island, 02840...

Phone Number

(401) 849-4900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Slocum Gordon

Slocum, Gordon & Company, LLP specializes in personalized portfolio management focused on the accumulation and preservation of capital since 1978. The firm offers expertise in global securities and currency markets, utilizing sophisticated investment tools to navigate economic and political trends. With a commitment to conservative and prudent investment practices, they aim to protect and enhance client capital while actively managing asset allocations. Their target clients include individuals and entities seeking tailored investment strategies that prioritize capital preservation and risk management.Explore more
Slocum Gordon's Social MediaPopular SearchesSlocum Gordon & CoSlocum, Gordon & Co LLPGordon & CoGordon Jeffrey LSlocum Gordon & Co., LLP LLPSIC Code 62,628NAICS Code 52,523Show more

Slocum Gordon Org Chart

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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Slocum Gordon

<$5M
1-10
Private
-
2012
KZ
Kira ZannettiOffice Manager
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
11-50
Private
$22.1M
2005
DM
Duane ManningVice President
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
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Company Profile Activity

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Activity Insights

Slocum Gordon is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Slocum Gordon is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Slocum Gordon.

Slocum Gordon Tech Stack

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Frequently Asked Questions Regarding Slocum Gordon

What is Slocum Gordon's official website?
Slocum Gordon's official website is www.slocumgordon.com
What is Slocum Gordon's Revenue?
Slocum Gordon's revenue is <$5 Million
What is Slocum Gordon's SIC code?
Slocum Gordon's SIC: 62,628
What is Slocum Gordon's NAICS code?
Slocum Gordon's NAICS: 52,523
How many employees does Slocum Gordon have?
Slocum Gordon has 1-10 employees
What industry does Slocum Gordon belong to?
Slocum Gordon is in the industry of: Finance, Securities Trading
What is Slocum Gordon competition?
Slocum Gordon top competitors include: Journey Capital Advisers, The Normann Financial Group, Chronos Wealth Management, MoonDance Investment Advisors, LLC
What technology does Slocum Gordon use?
Some of the popular technologies that Slocum Gordon uses are: Squarespace Online Stores, Smarsh, Adobe Typekit, Fidelity
How do I contact Slocum Gordon?
Slocum Gordon contact info: Phone number: (401) 849-4900 Website: www.slocumgordon.com
What does Slocum Gordon do?

Slocum, Gordon & Company, LLP specializes in personalized portfolio management focused on the accumulation and preservation of capital since 1978. The firm offers expertise in global securities and currency markets, utilizing sophisticated investment tools to navigate economic and political trends. With a commitment to conservative and prudent inve... stment practices, they aim to protect and enhance client capital while actively managing asset allocations. Their target clients include individuals and entities seeking tailored investment strategies that prioritize capital preservation and risk management.Read More

What are Slocum Gordon social media links?
Slocum Gordon Linkedin page
Is Slocum Gordon a public company?
Slocum Gordon is private company therefore does not currently have an official ticker symbol
See more information about Slocum Gordon

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