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GORDON ASSET MANAGEMENT, LLC

EIN 42-1582751-investment management-Latest filing 2025
Plans
1
Retirement
1
$620K assets
Welfare
0
Participants
5
324 BLACKWELL STREET, SUITE 1130 - DURHAM, NC 27701919-313-6650wealthqb.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$620K - 5 part

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Retirement#001

GAM 401K PROFIT SHARING PLAN

401k

Assets$620K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GAM 401K PROFIT SHARING PLAN401k$620K52025
Retirement plans
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