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Building 2GORDON ASSET MANAGEMENT, LLC

Map pinDURHAM, NC
Phone919-313-6650
NotebookSEC #801-61670
Total AUM
$199.4M
Employees
5
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4721 EMPEROR BLVD.
SUITE 250
DURHAM
NC 27703
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
919-313-6650
Other Offices
1

ReceiptFinancials

Total AUM
$199.4M
Accounts
458
Discretionary
$188.5M
Accounts
440
Non-Discretionary
$10.9M
Accounts
18

ContactClients

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Individual Clients
95
AUM
$35M
HNW Individual Clients
48
AUM
$151.7M
Pension/Profit Sharing Plan Clients
10
AUM
$12.5M
Corporation or Business Clients
1
AUM
$191.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSCTXVAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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