MEYER GATES FINANCIAL ADVISORS, INC
Total AUM
$168.7M
Employees
6Clients
177Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9078 UNION CENTRE BLVD.
SUITE 350
WEST CHESTER
OH 45069
United States
SUITE 350
WEST CHESTER
OH 45069
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
937-220-4915
Other Offices
4
Financials
Total AUM
$168.7M
Accounts
448Discretionary
$168.7M
Accounts
448Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
137AUM
$46.8M
HNW Individual Clients
40AUM
$121.9M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OHTN
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.