$34.6M Total AUM
$34.6M Disc. AUM
-- 3Y CAGR
2 Employees
101 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท SEI
- Clients
- Retail
- Platforms
- Fusion capitalDelta meridian +more
- Established Date
- 06-02-2022
- Office Locations
- 2
Office Locations
19261 FM 581 E Lampasas TX
-- Lampasas TX
About Gateway Financial Advisors Texas, LLC
Gateway Financial Advisors Texas, LLC is a Texas-based RIA providing personalized financial planning and investment guidance for individuals and families, with an emphasis on retirement planning, tax-aware strategies, and asset protection. The team uses tools like Asset-Map to visualize plans and offers a client mobile app; custody includes Fidelity/NFS and SEI.
Team overview
62 AVG AGE
$17.3M AVG AUM / ADVISOR
$343.0K AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Horizon Optima
Client Personas
Value optima
Custodian
Delta oak Ember summit Delta Matrix Focus bridge Capital
Investment Themes
Peak Bridge
Investment Vehicles
Meridian signal Optima pathway
Platform
Horizon timber
Services
Pathway frontier Element Prime Value zenith North catalyst Zenith Foundation momentum
Technology
Catalyst legacy Pioneer momentum Harbor insight
Owner & Executives
Diane Louise Hall
Chief Compliance Officer, Owner
- CRD
- #2527226
- Ownership
- 75% or more
(779) 276-6722
alpha.zenith@alphacapital.com
in linkedin.com/in/pathway-oak
Showing 1 of 1 owners & executives
Unlock allContacts
Mallory Nicole Moore
--
- CRD
- #7303493
(239) 546-5747
quantum.beacon@crestcapital.com
in linkedin.com/in/crest-foundation
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,640,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,640,012 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,640,012
Equity - Exchange:
17.2% U.S. Government/Agency:
19.8% Public Funds:
6.5% Cash:
9.2% Corporate - Investment Grade:
21.9% Other:
25.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $510,730,576 | 17.2% |
| U.S. Government/Agency | $587,934,035 | 19.8% |
| Public Funds | $193,008,648 | 6.5% |
| Cash | $273,181,471 | 9.2% |
| Corporate - Investment Grade | $650,290,675 | 21.9% |
| Other | $754,218,408 | 25.4% |
| Total | $2,969,363,813 | 100.0% |