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Joseph Michael Gordon

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Michael Gordon · DURHAM, NC
Registration
CRD #706758 · GORDON ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at GORDON ASSET MANAGEMENT, LLC

Joseph Glenn Moore
DURHAM, NC
Todd Edward Zempel
DURHAM, NC

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Research
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