# Slocum, Gordon & Co. LLP
Source: https://planprovider.pro/provider/slocum-gordon-and-co-llp

> Slocum, Gordon & Co. LLP is a distinguished SEC-registered investment advisor established in 1978, managing over $225 million in assets. Based in Newport, Rh…

Retirement Plan Advisor

Newport, RI

## About Slocum, Gordon & Co. LLP

Slocum, Gordon & Co. LLP is a distinguished SEC-registered investment advisor established in 1978, managing over $225 million in assets. Based in Newport, Rhode Island, the firm specializes in personalized portfolio management and wealth preservation. They offer expert advice on world securities and currency markets, utilizing sophisticated investment tools to navigate global economic and political trends. Slocum, Gordon & Co. LLP provides discretionary investment management services for individuals, high-net-worth individuals, trusts, estates, charitable endowments, and corporate pension funds, focusing on securing favorable returns while mitigating risk. Committed to client success, Slocum, Gordon & Co. LLP emphasizes effective research, sound judgment, and a conservative, prudent approach to capital management.

Website: [https://www.slocumgordon.com](https://www.slocumgordon.com)

Founded: 1978

## Office Locations

- Newport, RI (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $225.2M

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