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David L. Gordon

Investment adviser representative at Gordon Asset Management LLC
18 yearsExperience
1 stateRegistered in
$128.9MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. Gordon Asset Management, LLCJan 2008 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (TX).

Gordon Asset Management LLC

$128.9MAssets managed
38Clients
2Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4180887
Firm CRD
137136
Advisor's SEC record (opens in a new tab)
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