GORDON ASSET MANAGEMENT, LLC

DURHAM, North Carolina·3 registered advisors·CRD# 118471

SEC# 801-616701919-313-6650

01

Firm Overview

AUM

$199M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at GORDON ASSET MANAGEMENT, LLC

3 registered advisors

Joseph Glenn Moore

DURHAM, North Carolina

Joseph Michael Gordon

DURHAM, North Carolina

Todd Edward Zempel

DURHAM, North Carolina

05

Office Locations

DURHAM, North Carolina

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Data sourced from SEC Form ADV filings. GORDON ASSET MANAGEMENT, LLC (CRD# 118471) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.