Overview
Assets Under Management: $744 million
Headquarters: WESTFIELD, NJ
High-Net-Worth Clients: 227
Average Client Assets: $2.6 million
Frequently Asked Questions
GATEWAY ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152347), GATEWAY ADVISORY, LLC is subject to fiduciary duty under federal law.
GATEWAY ADVISORY, LLC is headquartered in WESTFIELD, NJ.
GATEWAY ADVISORY, LLC serves 227 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, GATEWAY ADVISORY, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GATEWAY ADVISORY, LLC manages $744 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, GATEWAY ADVISORY, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 227
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.30%
Average Client Assets: $2.6 million
Total Client Accounts: 2,286
Discretionary Accounts: 2,286
Regulatory Filings
CRD Number: 152347
Filing ID: 1850755
Last Filing Date: 2024-03-28 17:43:00