Deirdre Janet Gordon Porter (San Francisco)

Deirdre Janet Gordon Porter is a large advisory firm based in San Francisco. It manages $3.69 billion of regulatory assets for 6,798 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

Deirdre Janet Gordon Porter provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Deirdre Janet Gordon Porter: assets under management

The assets under management (AUM) of Deirdre Janet Gordon Porter is $3.69 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $3.67 billion in discretionary accounts and $13.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $541.03 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.23 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Deirdre Janet Gordon Porter for their services and products based on a percentage of assets under management and performance-based 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 Deirdre Janet Gordon Porter

William Kurt Hauser has been acting as President since 1 Nov 1966. Judith Rickard Stevens joined the executive team most recently as the President And Director.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in San Francisco

The principal office where Deirdre Janet Gordon Porter performs its advisory services is located at 353 Sacramento Street, Suite 600, San Francisco, CA 94111 3604, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-981-6911 or by fax 415-288-6153. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.whv.com.

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