This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- Prime
- Established Date
- 05-09-2012
- Office Locations
- 1
Office Locations
About Gordon Asset Management LLC
Gordon Asset Management is an independent, family office-oriented advisory firm serving families and business owners with customized investment portfolios and financial planning. The team manages global market portfolios and partnership investments, with an emphasis on total portfolio reporting and ongoing responsiveness. Founded by Arthur S. Gordon (former head of Arthur Andersen’s Global Valuation Practice), the firm typically custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ARTHUR S. GORDON
FOUNDER, PARTNER, Senior Partner
- CRD
- #5033044
- Ownership
- 50% but less than 75%
DAVID L. GORDON
Chief Compliance Officer, Partner
- CRD
- #4180887
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,172,816 | $3,106,995 |
| Non-Discretionary | $7,683,645 | $7,683,645 |
| Total | $128,856,461 | $3,221,412 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $82,549,623
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $898,702,057 | 29.4% |
| Cash | $507,430,413 | 16.6% |
| Equity - Exchange | $1,286,916,891 | 42.1% |
| Municipal Bonds | $363,760,356 | 11.9% |
| Total | $3,056,809,717 | 100.0% |