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David G

Series 65

West Palm Beach, FL

Gordon Asset Management LLC

David Gordon is a Series 65-licensed advisor with 13 years of industry experience, currently serving at Gordon Asset Management LLC since 2008. He is based in West Palm Beach, FL, and is one of two advisors at the firm. Gordon Asset Management advises high-net-worth and individual investors and acts as adviser to private pooled investment vehicles known as the Gordon Funds. The firm provides discretionary portfolio management, goals-based financial planning, and access to various private investment opportunities, emphasizing long-term growth with diversified portfolios that include mutual funds, ETFs, direct securities, and private funds.

Wealth management Private / alternative investments Cash flow / budgeting Multi-generational wealth transfer
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Arthur G

Series 65

West Palm Beach, FL

Gordon Asset Management LLC

Arthur Gordon is a financial advisor with Gordon Asset Management LLC in West Palm Beach, FL. He holds a Series 65 designation and has 13 years of industry experience. Gordon has worked at Gordon Asset Management since 1997. Gordon Asset Management advises high-net-worth and individual investors and serves as adviser to private pooled investment vehicles known as the Gordon Funds. The firm focuses on long-term growth with diversified portfolios that include mutual funds, ETFs, direct securities, and private funds, often allocating to private equity, real estate, and hedge-fund style strategies.

Wealth management Private / alternative investments Cash flow / budgeting Multi-generational wealth transfer
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