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Kaysi Gordon Financial Planning

Kaysi Gordon Financial Planning. CRD 317872

K

CRD: 317872

Kaysi Gordon Financial Planning

Valley Stream, NY
7189308659
kaysigordon.com
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท UBS
Clients
Retail
Platforms
NorthRidge +more
Established Date
02-03-2022
Office Locations
1

Office Locations

-- Valley Stream NY

About Kaysi Gordon Financial Planning

Kaysi Gordon Financial Planning is a NY-based solo RIA providing comprehensive financial planning and investment management for women of faith (including W-2 earners and early-career clients). Planning covers cash flow and debt, tax, retirement, real estate, education, charitable giving, insurance and estate needs, with quarterly check-ins available. Portfolios primarily use ETFs and mutual funds. Custody includes Charles Schwab; planning is included for clients with over $350k invested. Founded by Kaysian Gordon (20+ years, UHNW background).

Team overview

44 AVG AGE
$10.0M AVG AUM / ADVISOR
$270.3K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Element Vector bridge

Client Personas

Momentum

CRM

Foundation

Custodian

Meridian Oak Wave capital

Investment Themes

Glacier pioneer Catalyst

Investment Vehicles

Insight

Services

Element timber Matrix atlas Zenith Matrix North Insight alpha Zenith element Ember

Technology

Value bridge Matrix ridge Delta vector Alpha timber Bridge Bridge catalyst

Owner & Executives

KAYSIAN CAVELL GORDON

KAYSIAN CAVELL GORDON

Financial Advisor, FOUNDER, General Partner, WEALTH ADVISOR

CRD
#4958872
Ownership
75% or more
(802) 403-5850
timber.beacon@pathwaycapital.com
in linkedin.com/in/legacy-ember

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $10,000,332 --
Non-Discretionary $0 --
Total $10,000,332 --

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Separately Managed Accounts

Total SMA Asset: $10,000,332

$10.0M Total SMA
Equity - Exchange:
32.9%
Public Funds:
46.4%
Cash:
20.7%
Asset class Assets Assets %
Equity - Exchange $2,808,757,712 32.9%
Public Funds $3,961,287,473 46.4%
Cash $1,767,212,299 20.7%
Total $8,537,257,484 100.0%

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