ROBERT GORDON & ASSOCIATES, INC.
Legal name: ROBERT GORDON & ASSOCIATES INC
CRD #106037 SEC #801-107410 SPRINGFIELD, IL 217-698-4844
SEC Registered
Total AUM
$265.9M
Discretionary
$200.6M
Employees
7
Clients
251
Accounts
728
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $265.9M | $200.6M | $65.2M | 7 | 728 |
| Feb 2022 | $290.5M | $187.4M | $103.1M | 7 | 681 |
| Feb 2021 | $238M | $63.3M | $174.7M | 7 | 714 |
| May 2020 | $200.2M | $23M | $177.2M | 7 | 643 |
| Jan 2020 | $200.2M | $23M | $177.2M | 7 | 643 |
| Mar 2019 | $157.7M | $6.9M | $150.8M | 6 | 637 |
| Feb 2018 | $161M | $0 | $161M | 6 | 610 |
| Mar 2017 | $134.6M | $0 | $134.6M | 6 | 500 |
| Mar 2016 | $106.5M | $0 | $106.5M | 6 | 500 |
| Mar 2016 | $106.5M | $0 | $106.5M | 6 | 500 |
| Jun 2012 | $72M | $0 | $72M | 1 | 500 |
| Mar 2012 | $72M | $0 | $72M | 1 | 500 |
| Mar 2011 | $68.8M | $0 | $68.8M | 5 | -- |
| Mar 2009 | $61.9M | $0 | $61.9M | 5 | -- |
| Mar 2008 | $80.3M | $0 | $80.3M | 5 | -- |
| Mar 2007 | $87.9M | $0 | $87.9M | 5 | -- |
| Sep 2005 | $70M | $0 | $70M | 5 | -- |
| Mar 2004 | $54.3M | $0 | $54.3M | 5 | -- |
DateMar 2023
Total AUM$265.9M
Discretionary$200.6M
Non-Disc.$65.2M
Employees7
Clients728
DateFeb 2022
Total AUM$290.5M
Discretionary$187.4M
Non-Disc.$103.1M
Employees7
Clients681
DateFeb 2021
Total AUM$238M
Discretionary$63.3M
Non-Disc.$174.7M
Employees7
Clients714
DateMay 2020
Total AUM$200.2M
Discretionary$23M
Non-Disc.$177.2M
Employees7
Clients643
DateJan 2020
Total AUM$200.2M
Discretionary$23M
Non-Disc.$177.2M
Employees7
Clients643
DateMar 2019
Total AUM$157.7M
Discretionary$6.9M
Non-Disc.$150.8M
Employees6
Clients637
DateFeb 2018
Total AUM$161M
Discretionary$0
Non-Disc.$161M
Employees6
Clients610
DateMar 2017
Total AUM$134.6M
Discretionary$0
Non-Disc.$134.6M
Employees6
Clients500
DateMar 2016
Total AUM$106.5M
Discretionary$0
Non-Disc.$106.5M
Employees6
Clients500
DateMar 2016
Total AUM$106.5M
Discretionary$0
Non-Disc.$106.5M
Employees6
Clients500
DateJun 2012
Total AUM$72M
Discretionary$0
Non-Disc.$72M
Employees1
Clients500
DateMar 2012
Total AUM$72M
Discretionary$0
Non-Disc.$72M
Employees1
Clients500
DateMar 2011
Total AUM$68.8M
Discretionary$0
Non-Disc.$68.8M
Employees5
Clients--
DateMar 2009
Total AUM$61.9M
Discretionary$0
Non-Disc.$61.9M
Employees5
Clients--
DateMar 2008
Total AUM$80.3M
Discretionary$0
Non-Disc.$80.3M
Employees5
Clients--
DateMar 2007
Total AUM$87.9M
Discretionary$0
Non-Disc.$87.9M
Employees5
Clients--
DateSep 2005
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees5
Clients--
DateMar 2004
Total AUM$54.3M
Discretionary$0
Non-Disc.$54.3M
Employees5
Clients--