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Joseph Michael Gordon

GORDON ASSET MANAGEMENT, LLC·DURHAM, North Carolina
Unclaimed Profile
4721 EMPEROR BLVD., DURHAM, NC 27703CRD# 706758Firm CRD# 118471
01

About

Joseph Michael Gordon is a registered financial advisor based in DURHAM, North Carolina, affiliated with GORDON ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GORDON ASSET MANAGEMENT, LLC
GORDON ASSET MANAGEMENT, LLC
AUM
$199M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GORDON ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 706758
Firm CRD# 118471
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Michael Gordon offer?
Joseph Michael Gordon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Joseph Michael Gordon's credentials?
Joseph Michael Gordon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Michael Gordon located?
Joseph Michael Gordon is based in DURHAM, North Carolina, working with GORDON ASSET MANAGEMENT, LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Joseph Michael Gordon charge for services?
Joseph Michael Gordon's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GORDON ASSET MANAGEMENT, LLC?
GORDON ASSET MANAGEMENT, LLC has approximately 5 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DURHAM
Wiley Jay Becker — SQUARE 1 VENTURES, LLCMaceo Kennedy Sloan — NCM CAPITAL ADVISERS, INC.James Frederic Chetwood Iii — ADAMS CHETWOOD WEALTH MANAGEMENT LLCTodd Edward Zempel — GORDON ASSET MANAGEMENT, LLCAmy Louise Simonson — VERITY ASSET MANAGEMENT, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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