Gateway Investment Advisers, LLC
Gateway Investment Advisers, LLC (CRD# 146681) is a financial advisory firm headquartered in Cincinnati, OH. They manage $8,827,745,567 in 39 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Gateway Investment Advisers, LLC
By the Numbers
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Total Assets Under Management8,828MILLION
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Total Number of Accounts39ACCOUNTS
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Average Account Value$226,352,450
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NJ, OH
Financial Advisors at Gateway Investment Advisers, LLC
1
Joseph Ferrara (CRD# 5050630) is an Investment Advisor Representative working at Gateway Investment Advisers, LLC in Boston, MA and has over 2 years of experience in the finance industry.
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