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VerifiedFinancial Services· Founded 2001

Gordon Asset Management, Llc

Gordon Asset Management, LLC is a boutique financial services firm with officed in Durham and Pinehurst NC. We help individuals, families and business owners make smart financial decisions. Disclosures: Investment advisory and financial planning services offered through Summit Financial, LLC,(“Summit”) a SEC-Registered Investment Adviser, doing business as [Gordon Asset Management, LLC. The comments and opinions expressed on this page do not necessarily represent the views of Summit. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.

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HeadquartersDurham, United StatesEmployees5(1 to 10)Annual revenue$1M to <$10MFounded year2001Websitewealthqb.comLinkedIn profileLinkedIn

Verified contacts

4

available on Kipplo

LinkedIn employees

5

1 to 10 range

Open roles

—

no listings

Distinct roles

4

indexed titles

Tech stack

1

tools in use

Monthly traffic

32

organic / mo

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Top roles at Gordon Asset Management, Llc

4 distinct titles indexed · top 4 shown.

  • 1managing partner
  • 1partner cio
  • 1partner director of retirement plan services
  • 1retirement plan services

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