Karel Gordon Investment Associates Inc (Northbrook)

Karel Gordon Investment Associates Inc is a large advisory firm based in Northbrook. It manages $97.42 million of regulatory assets for 673 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, New Jersey, and Texas.

Karel Gordon Investment Associates provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Karel Gordon Investment Associates: assets under management

The assets under management (AUM) of Karel Gordon Investment Associates Inc is $97.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 200% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $97.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $144.75 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Karel Gordon Investment Associates Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Karel Gordon Investment Associates Inc

Marc Lee Gordon has been acting as President since 1 Mar 1994. Jerold Karel joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marc Lee Gordon	President/secretary	1 Mar 1994	25% - 50%	837707
Jerold Karel	Shareholder	1 Mar 1994	25% - 50%	264347
Richard Harris Sacks	Vice president	1 Mar 1994	Other	819057

Based in Northbrook

The principal office where Karel Gordon Investment Associates Inc performs its advisory services is located at 707 Skokie Blvd, Northbrook, IL 60062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.