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FUNDRAISING NEWS | December 18, 2024

Summit Financial Stakes $1.3B Gordon Asset Management

Tags: RIA, Mergers / Acquisitions

Summit Financial announced that it has made a strategic investment in North Carolina-based Gordon Asset Management, which manages over $1.3B in combined advisory and retirement assets and now joins the Summit network, further amplifying its presence in the Southeast region.

With the partnership, Gordon gains access to Summit’s network and resources including investment strategies and alternative opportunities. The firm will maintain its core team led by founder Joe Gordon and partners Glenn Moore and Todd Zempel.

Gordon is the 18th firm to receive a strategic investment from Summit Growth Partners this year. Summit most recently staked three firms – including another North Carolina advisor, Southeast Financial Group – managing a combined $420M in client assets, as reported by Dakota on November 25.

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Written By: Dakota

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