G
CRD: 149891
Gordon Carlson & Associates
Indio, CA
9495286712
$87.4M Total AUM
$52.1M Disc. AUM
-- 3Y CAGR
2 Employees
383 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-17-2009
- Office Locations
- 2
Office Locations
16520 Bake Parkway Suite 200 Irvine CA
-- Indio CA
About Gordon Carlson & Associates
Gordon Carlson & Associates is a Indio-based RIA with 2 offices. The firm has been operating for 16 years. Managing $87.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
46 AVG AGE
$43.7M AVG AUM / ADVISOR
$228.1K AVG AUM / CLIENT
10.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Pioneer Matrix vital
Client Personas
Radial
Investment Themes
Focus wave Atlas eagle Glacier quantum
Investment Vehicles
Insight
Services
Unison ember Legacy bridge Pioneer Glacier frontier Fusion optima Atlas meridian Matrix
Owner & Executives
GORDON PATRICK CARLSON
Chief Compliance Officer, Managing Member
- CRD
- #2585514
- Ownership
- 75% or more
(804) 695-9317
element.radial@beaconcapital.com
in linkedin.com/in/value-foundation
Showing 1 of 1 owners & executives
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S
SEAN Robert DIGNAN
--
- CRD
- #1689686
(316) 414-1751
beacon.foundation@crestcapital.com
in linkedin.com/in/focus-harbor
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,124,310 | $137,975 |
| Non-Discretionary | $35,245,380 | $430,261 |
| Total | $87,369,690 | $209,140 |
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Separately Managed Accounts
Total SMA Asset: $87,369,690
Other:
7.8% U.S. Government/Agency:
15.7% Corporate - Investment Grade:
17.2% Public Funds:
19.2% Cash:
7.3% Equity - Exchange:
11.6% Municipal Bonds:
12.7% Equity - OTC:
8.5% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $403,496,802 | 7.8% |
| U.S. Government/Agency | $812,166,641 | 15.7% |
| Corporate - Investment Grade | $889,762,180 | 17.2% |
| Public Funds | $993,222,898 | 19.2% |
| Cash | $377,631,623 | 7.3% |
| Equity - Exchange | $600,072,168 | 11.6% |
| Municipal Bonds | $656,975,563 | 12.7% |
| Equity - OTC | $439,708,053 | 8.5% |
| Total | $5,173,035,928 | 100.0% |