CRD: 125046
Meyer Gates Financial Advisors, INC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-04-2009
- Office Locations
- 2
Office Locations
About Meyer Gates Financial Advisors, INC
Meyer Gates is a fee-only fiduciary RIA providing holistic wealth management and financial planning for retirees and pre-retirees (50+) and for individuals recently widowed. The firm emphasizes long-term retirement planning and guidance through major life transitions, implementing diversified portfolios that include mutual funds and ETFs, with custody commonly at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Joseph William Gates
Chief Compliance Officer, Financial Advisor, General Partner, Secretary
- CRD
- #7030280
- Ownership
- Less than 5%
Douglas Michael Meyer
Chief Executive Officer, Investment Advisor Representative, TREASURER
- CRD
- #6606839
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL PATRICK MOLONEY
Financial Planner
- CRD
- #4627954
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,660,533 | $376,474 |
| Non-Discretionary | $0 | -- |
| Total | $168,660,533 | $376,474 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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