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MEYER GATES FINANCIAL ADVISORS, INC

CRD 125046 · SEC 801-130107

Visit website

9078 UNION CENTRE BLVD., SUITE 350, WEST CHESTER, OH, 45069, United States

Phone

937-220-4915

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$168.7M

Discretionary AUM

$168.7M

Team

6 total employees; 6 advisory reps; 8 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals137$46.8M
High net worth individuals40$121.9M

States served

OH, TN

All web addresses on file

Official SEC filing: View on IAPD