Gateway Financial Group, Inc.

Overview

Gateway Financial Group, Inc. is an independent, corporately organized registered investment adviser serving individual and family clients. The firm combines accounting expertise with advisory services, offering financial planning and discretionary portfolio management targeted at individuals and small businesses. Its fee arrangements include a percentage-of-assets model and fixed fees. Gateway is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and appears to operate under a single-state footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives