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Building 2MEYER GATES FINANCIAL ADVISORS, INC

Map pinWEST CHESTER, OH
Phone937-220-4915
NotebookSEC #801-130107
Total AUM
$168.7M
Employees
6
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9078 UNION CENTRE BLVD.
SUITE 350
WEST CHESTER
OH 45069
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
937-220-4915
Other Offices
4

ReceiptFinancials

Total AUM
$168.7M
Accounts
448
Discretionary
$168.7M
Accounts
448
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
137
AUM
$46.8M
HNW Individual Clients
40
AUM
$121.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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