GORDON CARLSON & ASSOCIATES

GORDON CARLSON & ASSOCIATES of IRVINE, CA is an SEC-registered investment adviser (CRD 149891). Regulatory assets under management: $87.4M.

Registration

• CRD: 149891
• SEC file number: 801-70452
• Type: Registered investment adviser
• Location: 16520 BAKE PARKWAY, SUITE 200, IRVINE, CA, 92618-4689
• Phone: (949) 528-6712
• Latest filing: 2026-03-30
• Regulatory AUM: $87.4M
• Discretionary AUM: $52.1M
• Non-discretionary AUM: $35.2M
• Clients: 2
• Accounts: 383

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149891 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search