Gates Wealth Group

Gates Wealth Group (CRD# 322129) is a financial advisory firm headquartered in , . They manage $750,000 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.instagram.com/gateswealthgroup/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $53,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

NY, TX

Financial Advisors at Gates Wealth Group
Showing 1 - 1 of 1 top financial advisors.
1
Robert Gates, financial advisor Green Island NY
Robert H. Gates
CRD#: 6600741
Green Island, NY

Robert Gates (CRD# 6600741) is an Investment Advisor Representative working at Gates Wealth Group in Green Island, NY and has over 5 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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