Gates Pass Advisors, LLC

Gates Pass Advisors, LLC (CRD# 269983) is a financial advisory firm headquartered in Los Altos, CA. They manage $68,007,860 in 201 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $338,348
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Gates Pass Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Hetal L. Saki
CRD#: 5403110
280 2nd Street, Suite 280, Los Altos, CA 94022
96
Wealthminder
score

Hetal Saki (CRD# 5403110) is an Investment Advisor Representative working at Gates Pass Advisors, LLC in Los Altos, CA and has over 7 years of experience in the finance industry. Hetal Saki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kanaka E. Szabo
CRD#: 2354565
280 2nd Street, Suite 280, Los Altos, CA 94022
96
Wealthminder
score

Kanaka Szabo (CRD# 2354565) is an Investment Advisor Representative working at Gates Pass Advisors, LLC in Los Altos, CA and has over 23 years of experience in the finance industry. Kanaka Szabo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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