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GORDON ASSET MANAGEMENT LLC
CRD 137136 · SEC 801-129553
515 NORTH FLAGLER DRIVE, SUITE 350, WEST PALM BEACH, FL, 33401, United States
Phone
512-482-9600
Fax
512-482-9603
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.9M
Discretionary AUM
$121.2M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $5.4M |
| High net worth individuals | 28 | $76.3M |
| Pooled investment vehicles | 5 | $46.3M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD