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GATEWAY FINANCIAL GROUP, INC.
CRD 115619
3310 N. PARHAM ROAD, HENRICO, VA, 23294, United States
Phone
804-270-7710
Fax
804-270-7220
Registration
— (—)
Source
State registered
Total AUM
$21.3M
Discretionary AUM
$21.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $5.8M |
| High net worth individuals | 8 | $15.5M |
Official SEC filing: View on IAPD