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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-31-2015
- Office Locations
- 1
Office Locations
About Gates Pass Advisors, LLC
Gates Pass Advisors is an independent, fiduciary RIA providing holistic financial planning and investment management for successful professionals and high-earning families, with a particular focus on women and clients navigating life transitions such as divorce. The team emphasizes fundamentals and disciplined, behavioral-finance-informed investing, typically using diversified vehicles such as ETFs and mutual funds (often custodied at Schwab), and publishes market commentary via its Getting There podcast/videos.
Team overview
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Asset Classes
Custodian
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
KANAKA ESTHER SZABO-CUMMINGS
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2354565
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ERIK ALLEN SCHEI
Associate Advisor
- CRD
- #4886564
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,586,221 | $744,037 |
| Non-Discretionary | $0 | -- |
| Total | $207,586,221 | $744,037 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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