Gordon
Marchand
Sustainable Growth Advisers, Lp
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About this Advisor
Gordon Marchand is a chartered investment counselor who works out of Stamford, Connecticut who has 10 years of relevant experience. Marchand works at Sustainable Growth Advisers, Lp. Throughout their career, they have worked at Quasar Distributors, LLC and Sustainable Growth Advisers, Lp. Marchand maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California, Connecticut, Florida, Illinois, Massachusetts, New Jersey, North Carolina, Pennsylvania, Texas and Virginia. Sustainable Growth Advisers, Lp is a financial advisory business based out of Stamford, CT. It has offices in two locations and a total of 35 people on staff. It has $18 billion in assets under management between its 89 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 89 customer accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business provides a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees depend on the type of services. However, fee types billed by Sustainable Growth Advisers, Lp most likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sustainable Growth Advisers, Lp Brokerage Details
$18,406,566,811
35
89
$206,815,357
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Gordon Marchand Work History
Gordon has been registered as a financial advisor for 10 years.*
Sustainable Growth Advisers, Lp
Quasar Distributors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gordon Marchand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sustainable Growth Advisers, Lp
Stamford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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