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
Gatens Financial, LLC
By the Numbers
-
Total Assets Under Management23MILLION
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Total Number of Accounts68ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, TX
Financial Advisors at Gatens Financial, LLC
1
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.
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