Sarah
Gordon
Ml&R Wealth Management LLC
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About this Advisor
Sarah Gordon is a financial advisor based in Austin, Texas, with a total of 11 years of industry experience. Gordon currently works for Ml&R Wealth Management LLC. Gordon has gained experience at Ml & R Wealth Management LLC and Ml & R Wealth Management, LLC. Gordon holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Texas. Ml&R Wealth Management LLC is a registered investment business based in Austin, TX. The firm has a total of 25 employees. It controls $2 billion in assets between its 2,213 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 2,213 customer accounts, 55% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Ml&R Wealth Management LLC provides a few services, including portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules largely are based on which services the firm provides the client. Fees billed by Ml&R Wealth Management LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ml&R Wealth Management LLC Brokerage Details
$1,538,101,732
25
2,213
$695,030
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Sarah Gordon Work History
Sarah has been registered as a financial advisor for 11 years.*
Ml & R Wealth Management LLC
Ml & R Wealth Management, 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 Sarah Gordon 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 Ml&R Wealth Management LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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