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GATES PASS ADVISORS, LLC

CRD 269983 · SEC 801-123686

Visit website

280 2ND STREET, SUITE 280, LOS ALTOS, CA, 94022, United States

Phone

650-797-0280

Fax

650-209-4696

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$207.6M

Discretionary AUM

$207.6M

Team

3 total employees; 2 advisory reps; 18 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals6$3.2M
High net worth individuals63$204.4M

States served

CA, WA, TX

All web addresses on file

Official SEC filing: View on IAPD