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SLOCUM, GORDON & CO LLP

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Company Details

Name: SLOCUM, GORDON & CO LLP
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Partnership
Status: Activ
Date of Organization in Rhode Island: 16 May 2022 (3 years ago)
Identification Number: 001740557
ZIP code: 02840
City: Newport
County: Newport County
Purpose: INVESTMENT ADVISORY SERVICE
Principal Address: Google Maps Logo 39 MILL STREET, NEWPORT, RI, 02840, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
JEFFREY L GORDON Agent 185 GLEN FARM ROAD, PORTSMOUTH, RI, 02871, USA

Central Index Key

CIK number:
0001993325
Phone:
401-849-4900

Latest Filings

Form type:
13F-HR
File number:
028-23401
Filing date:
2025-04-23
File:
Form type:
13F-HR
File number:
028-23401
Filing date:
2025-01-28
File:
Form type:
13F-HR
File number:
028-23401
Filing date:
2024-11-04
File:
Form type:
13F-HR
File number:
028-23401
Filing date:
2024-08-05
File:
Form type:
13F-HR
File number:
028-23401
Filing date:
2024-05-02
File:

Filings

Number Name File Date
202460186980 Annual Report - Amended 2024-09-17
202449048690 Annual Report 2024-03-21
202335277070 Miscellaneous Filing (Fee Applicable) 2023-05-04
202217422330 Registered Limited Liability Partnership 2022-05-16
202566461080 Annual Report 2025-03-07

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Date of last update: 17 Jul 2025

Sources: Rhode Island Department of State