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GATES INVESTMENT ADVISORS, LLC
CRD 141691
3101 N GREEN RIVER ROAD, SUITE 830, EVANSVILLE, IN, 47715, United States
Phone
812-464-2837
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.8M
Discretionary AUM
$22.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $12.2M |
| High net worth individuals | 20 | $10.4M |
All web addresses on file
Official SEC filing: View on IAPD