Gates Investment Advisors, LLC

Gates Investment Advisors, LLC (CRD# 141691) is a financial advisory firm headquartered in Evansville, IN. They manage $20,600,000 in 234 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3101 N Green River Road, Suite 830, Evansville, IN 47715
http://www.812gogates.com/
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $88,034
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Gates Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert Boxell, financial advisor Evansville IN
Robert W. Boxell
CRD#: 5964635
3101 N Green River Road, Suite 830, Evansville, IN 47715

Robert Boxell (CRD# 5964635) is an Investment Advisor Representative working at Gates Investment Advisors, LLC in Evansville, IN and has over 12 years of experience in the finance industry.

2
Gary Gates, financial advisor Evansville IN
Gary E. Gates
CRD#: 5293527
3101 N Green River Road, Suite 830, Evansville, IN 47715

Gary Gates (CRD# 5293527) is an Investment Advisor Representative working at Gates Investment Advisors, LLC in Evansville, IN and has over 17 years of experience in the finance industry.

3
Elizabeth Allison, financial advisor Evansville IN
Elizabeth K. Allison
CRD#: 7552004
3101 N Green River Road, Suite 830, Evansville, IN 47715

Elizabeth Allison (CRD# 7552004) is an Investment Advisor Representative working at Gates Investment Advisors, LLC in Evansville, IN and has 1 year 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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