GORDON ASSET MANAGEMENT, LLC

4721 Emperor Blvd.
Suite 250
Durham, North Carolina 27703
Tel: 919-313-6650

About GORDON ASSET MANAGEMENT, LLC

GORDON ASSET MANAGEMENT, LLC, formally registered with the SEC as GORDON ASSET MANAGEMENT, LLC. The firm was established in 01/02/2003. They have over 2 offices throughout the country.

GORDON ASSET MANAGEMENT, LLC is a Durham, North Carolina based Financial Planning firm with nearly $200,170,598 assets under management, offering retirement planning & investment advisory services to 473 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118471
SEC#	801-61670
Assets Managed by Firm	$200,170,598
No. of Clients	473
No. of Advisors	5

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commision Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	473	$200,170,598
Individuals (other than high net worth individuals)	100	$35,810,226
High net worth individuals	48	$151,711,100
Pension and profit sharing plans	10	$12,457,882
Corporations or other businesses	0	$191,390

Inquire with GORDON ASSET MANAGEMENT, LLC

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