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Building 2GATEWAY ADVISORY, LLC

Map pinWESTFIELD, NJ
Phone908-233-8100
NotebookSEC #801-70890
Total AUM
$743.7M
Employees
8
Clients
675

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 SOUTH AVENUE WEST
WESTFIELD
NJ 07090
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
908-233-8100
Other Offices
1

ReceiptFinancials

Total AUM
$743.7M
Accounts
2,286
Discretionary
$743.7M
Accounts
2,286
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
439
AUM
$150.6M
HNW Individual Clients
227
AUM
$589.8M
Charitable Organization Clients
1
AUM
$370.6K
Corporation or Business Clients
8
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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