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GATEWAY ASSET MANAGEMENT, LLC
CRD 311521
2 SUMMIT PARK DRIVE, SUITE 100, INDEPENDENCE, OH, 44131, United States
Phone
440-484-3258
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$70.6M
Discretionary AUM
$70.6M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $26.2M |
| High net worth individuals | 22 | $43.3M |
| Charitable organizations | 2 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD