GATES PASS ADVISORS, LLC

280 2nd Street, Suite 280
Los Altos, California 94022
Tel: 650-797-0280

About GATES PASS ADVISORS, LLC

GATES PASS ADVISORS, LLC, formally registered with the SEC as GATES PASS ADVISORS, LLC. The firm was established in 04/11/2022. They have over 2 offices throughout the country.

GATES PASS ADVISORS, LLC is a Los Altos, California based Financial Planning firm with nearly $151,285,107 assets under management, offering retirement planning & investment advisory services to 243 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	269983
SEC#	801-123686
Assets Managed by Firm	$151,285,107
No. of Clients	243
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	243	$151,285,107
Individuals (other than high net worth individuals)	29	$24,410,281
High net worth individuals	37	$126,874,826

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