Overview
Assets Under Management: $148 million
Headquarters: FALMOUTH, ME
High-Net-Worth Clients: 44
Average Client Assets: $2.4 million
Frequently Asked Questions
GATHER FINANCIAL PLANNING 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 #164542), GATHER FINANCIAL PLANNING is subject to fiduciary duty under federal law.
GATHER FINANCIAL PLANNING is headquartered in FALMOUTH, ME.
GATHER FINANCIAL PLANNING serves 44 high-net-worth clients according to their SEC filing dated December 10, 2024. View client details ↓
According to their SEC Form ADV, GATHER FINANCIAL PLANNING offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
GATHER FINANCIAL PLANNING manages $148 million in client assets according to their SEC filing dated December 10, 2024.
According to their SEC Form ADV, GATHER FINANCIAL PLANNING serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.95%
Average Client Assets: $2.4 million
Total Client Accounts: 400
Discretionary Accounts: 400
Regulatory Filings
CRD Number: 164542
Filing ID: 1918900
Last Filing Date: 2024-12-10 16:23:00