Overview
Assets Under Management: $129 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 28
Average Client Assets: $2.7 million
Frequently Asked Questions
GORDON ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137136), GORDON ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
GORDON ASSET MANAGEMENT LLC is headquartered in WEST PALM BEACH, FL.
GORDON ASSET MANAGEMENT LLC serves 28 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, GORDON ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
GORDON ASSET MANAGEMENT LLC manages $129 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, GORDON ASSET MANAGEMENT LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.21%
Average Client Assets: $2.7 million
Total Client Accounts: 40
Discretionary Accounts: 39
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 137136
Filing ID: 2047057
Last Filing Date: 2026-02-06 13:42:38