Gatens Financial, LLC

Gatens Financial, LLC (CRD# 288268) is a financial advisory firm headquartered in , . They manage $22,673,954 in 68 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/gatensfinancial/
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $333,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Gatens Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nancy Gatens, financial advisor Dallas TX
Nancy M. Gatens
CRD#: 5889862
Dallas, TX

Nancy Gatens (CRD# 5889862) is an Investment Advisor Representative working at Gatens Financial, LLC in Dallas, TX and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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