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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-13-2006
- Office Locations
- 1
Office Locations
About Gates Investment Advisors, LLC
Gates Investment Advisors, LLC provides investment advisory and asset management paired with financial education, tax preparation/analysis, and lifetime income planning. The firm emphasizes risk control, fee and tax awareness, and active market responsiveness in portfolio management, with portfolios primarily implemented using ETFs. Client base is retail, including entrepreneurs, and the team offers complimentary portfolio and tax reviews.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
GARY EUGENE GATES
Chief Compliance Officer, Chief Financial Officer, Owner
- CRD
- #5293527
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ELIZABETH KAY ALLISON
--
- CRD
- #7552004
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,198,942,376 | 18.7% |
| Cash | $5,212,514,179 | 81.3% |
| Total | $6,411,456,555 | 100.0% |