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Gordon Asset Management, LLC

EST. AUM
$199,391,998

CONTACTS
4

CLIENT ACCOUNTS
458

Firm Details

Metro area Raleigh
CRD Number 118471
Website wealthqb.com
Client types

Overview

As a fiduciary, the firm places its clients' interest first. This is why it holds the independent CEFEX Investment Advisor certification and has annually renewed the certification every year since 2008. Video Source: CEFEX.org

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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