Karel Gordon Investment Associates Inc (Northbrook)
Karel Gordon Investment Associates Inc is a large advisory firm based in Northbrook. It manages $97.42 million of regulatory assets for 673 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, New Jersey, and Texas.
Karel Gordon Investment Associates provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Karel Gordon Investment Associates: assets under management
The assets under management (AUM) of Karel Gordon Investment Associates Inc is $97.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 200% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Karel Gordon Investment Associates Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Karel Gordon Investment Associates Inc
Marc Lee Gordon has been acting as President since 1 Mar 1994. Jerold Karel joined the executive team most recently as the Shareholder.
Direct owners and executive officers
Based in Northbrook
The principal office where Karel Gordon Investment Associates Inc performs its advisory services is located at 707 Skokie Blvd, Northbrook, IL 60062, 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 847-564-5655 or by fax 847-291-6743. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.
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