312 Walnut Street
Suite 3500
Cincinnati, Ohio 45202-9834
Tel: 513-719-1100
GATEWAY INVESTMENT ADVISERS, LLC, formally registered with the SEC as GATEWAY INVESTMENT ADVISERS, LLC. The firm was established in 04/18/2008. They have over 2 offices throughout the country.
GATEWAY INVESTMENT ADVISERS, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $8,592,744,527 assets under management, offering retirement planning & investment advisory services to 46 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 146681 |
SEC# | 801-68972 |
Assets Managed by Firm | $8,592,744,527 |
No. of Clients | 46 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 46 | $8,592,744,527 |
High net worth individuals | 29 | $190,362,375 |
Corporations or other businesses | 8 | $14,747,401 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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