This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor catalyst
- Established Date
- 11-01-2014
- Office Locations
- 1
Office Locations
About Gordon Financial
Gordon Financial is a fee-only RIA in Mount Pleasant/Charleston, SC providing CFP-led financial planning and ongoing investment management. The firm delivers goals-based planning across retirement, education, estate, tax review, insurance/risk, cash flow and charitable giving, including a “Start Smart” plan geared to millennials and advice-only needs. No commissions or product sales; custody through Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK PHILIPP GORDON
PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
MARY ELIZABETH IVY
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #5652790
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,877,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,877,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $49,877,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,063,966,059 | 25.7% |
| Other | $836,269,043 | 20.2% |
| Municipal Bonds | $1,159,184,812 | 28.0% |
| Cash | $1,080,525,842 | 26.1% |
| Total | $4,139,945,756 | 100.0% |