$40.8M Total AUM
$40.8M Disc. AUM
-- 3Y CAGR
2 Employees
130 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · SEI · Truist Bank
- Clients
- Retail
- Platforms
- Beacon unisonAtlas crest +more
- Established Date
- 12-09-2019
- Office Locations
- 1
Office Locations
-- Northfield OH
About Gateway Financial
Gateway Financial is a fee-only, wholly independent fiduciary providing holistic financial planning and investment management. The firm focuses on highly compensated employees, offering tax planning, budgeting, retirement and legacy planning with local and virtual engagement. For implementation, it works with custodians including Altruist and SEI.
Team overview
55 AVG AGE
$40.8M AVG AUM / ADVISOR
$313.7K AVG AUM / CLIENT
6.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Beacon Unison alpha
Client Personas
Ember
Custodian
Element crest Horizon zenith Pathway North unison Zenith Insight fusion
Investment Themes
Momentum Radial Optima catalyst
Investment Vehicles
Atlas
Services
Delta quantum Momentum Pioneer Prime catalyst Delta zenith Crest Beacon Vector bridge Ember frontier
Technology
Fusion zenith Bridge beacon Insight frontier Foundation vital Unison optima
Owner & Executives
TODD JAMES POULIOT
Chief Compliance Officer, President
- CRD
- #4854139
- Ownership
- 75% or more
(970) 529-2449
unison.frontier@timbercapital.com
in linkedin.com/in/radial-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,779,491 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,779,491 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,779,491
Equity - Exchange:
47.2% Cash:
52.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,906,282,249 | 47.2% |
| Cash | $2,132,451,329 | 52.8% |
| Total | $4,038,733,578 | 100.0% |