Gates Pass Advisors, LLC

Gates Pass Advisors, LLC (CRD# 269983) is a financial advisory firm headquartered in Los Altos, CA. They manage $125,302,667 in 211 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $593,852
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Gates Pass Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Erik A. Schei
CRD#: 4886564
280 2nd Street, Suite 280, Los Altos, CA 94022

Erik Schei (CRD# 4886564) is an Investment Advisor Representative working at Gates Pass Advisors, LLC in Los Altos, CA and has over 18 years of experience in the finance industry.

2
Kanaka E. Szabo-Cummings
CRD#: 2354565
280 2nd Street, Suite 280, Los Altos, CA 94022

Kanaka Szabo-Cummings (CRD# 2354565) is an Investment Advisor Representative working at Gates Pass Advisors, LLC in Los Altos, CA and has over 30 years of experience in the finance industry.

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