Gordon Asset Management, LLC
Company

Gordon Asset Management, LLC

Financial Services 4721 Emperor Blvd 5 employees
Employees
5
Contacts
3
Emails
3
Phones
1

Gordon Asset Management, LLC Overview

Headquarters
4721 Emperor Blvd
Website
wealthqb.com
Industry
Financial Services
Employees
5
Founded
2001
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About 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.

Gordon Asset Management, LLC Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Gordon Asset Management, LLC Org Chart

Sample employees and titles
Name Title Contact
Joe Gordon Cfp®, Cpfa®, Cima® Certified Financial Planner Cfp® @
Email Phone
Scott Zempel Retirement Plan Services
Email
Lily Gordon Graduate at Unc Chapel Hill
View
Glenn Moore, Cfa®, Cfp®, Caia® Partner / CIO at Gordon Asset
Email

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile

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