Gordon Robert & Associates Inc is a large advisory firm based in Springfield. It manages $157.7 million of regulatory assets for 1,385 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Illinois.
Gordon Robert & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gordon Robert & Associates Inc is $157.7 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gordon Robert & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pooled investment vehicles. The largest group of clients of Gordon Robert & Associates is individuals with 606 clients and $108 million of assets under management. Among the 10 most similar advisory firms, Gordon Robert & Associates has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $157.7 million for 637 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Gordon Robert & Associates doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Gordon Robert & Associates Inc performs its advisory services is located at 1201 S. Veterans Parkway Ste A, Springfield, IL 62704, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 217-698-4844 or by fax 217-698-4848. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at rga-advisors.com.