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GATEWAY FINANCIAL
GATEWAY FINANCIAL, LLC
CRD 306078
9821 OLDE EIGHT ROAD, STE M, NORTHFIELD, OH, 44067, United States
Phone
844-592-9888
Fax
330-754-0424
Registration
— (—)
Source
State registered
Total AUM
$40.8M
Discretionary AUM
$40.8M
Team
2 total employees; 1 advisory reps; 65 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $11.2M |
| High net worth individuals | 19 | $29.5M |
All web addresses on file
Official SEC filing: View on IAPD