CRD: 144741
Gateway Financial & Estate Planning, Inc.
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
6 Employees
390 ADV. Clients
18 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-02-2007
- Office Locations
- 3
Office Locations
1450 S Eagle Flight WAY Suite 110 Boise ID
14900 Interurban Ave. SO Suite 271 Seattle WA
2901 Bluegrass Blvd. Suite 200 Lehi UT
About Gateway Financial & Estate Planning, Inc.
Gateway Financial & Estate Planning, Inc. is a Pocatello-based RIA with 3 offices. The firm has been operating for 18 years. Managing $9.0M in total assets under management, with 6 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$23.0K AVG AUM / CLIENT
4.5 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
C
CHAD LUDVIG NIELSEN
Chief Compliance Officer, President
- CRD
- #3220184
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MADELYN ANNEMIEK DOBBE
--
- CRD
- #8155395
Available
Available
Available
J
JAXON G KNIGHTON
--
- CRD
- #7180457
Available
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Available
Showing 2 of 6 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,980,432 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,980,432 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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