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Building 2GORDON ASSET MANAGEMENT LLC

Map pinWEST PALM BEACH, FL
Phone512-482-9600
NotebookSEC #801-129553
Total AUM
$128.9M
Employees
3
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
515 NORTH FLAGLER DRIVE
SUITE 350
WEST PALM BEACH
FL 33401
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
512-482-9600

ReceiptFinancials

Total AUM
$128.9M
Accounts
40
Discretionary
$121.2M
Accounts
39
Non-Discretionary
$7.7M
Accounts
1

ContactClients

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Individual Clients
5
AUM
$5.4M
HNW Individual Clients
28
AUM
$76.3M
Pooled Vehicle Clients
5
AUM
$46.3M
Corporation or Business Clients
1
AUM
$820.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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