CRD: 311521
Gateway Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Lincoln Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-17-2020
- Office Locations
- 1
Office Locations
About Gateway Asset Management, LLC
Gateway Asset Management, LLC (Independence, OH) advises individuals, retirees, families and business owners with coordinated investment management and financial planning spanning retirement, tax, legacy and risk management. Led by a former Deloitte and corporate tax executive, the firm follows its proprietary Gateway Process—PLAN Success Cycle, Wealth CheckPoints and Quadrant Plan—to align portfolios around yield, protection, balance and growth; Schwab is a primary custodian.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS HENRY CRAFT JR
Chief Compliance Officer, Managing Member, President
- CRD
- #2355883
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,574,326 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,574,326 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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