Gator Investment Advisors, LLC
RIAState Registered
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$590K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 322533
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gator Investment Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on fee-based portfolio management for individuals, families and small businesses. The firm charges a percentage-of-AUM advisory fee and identifies its core advisory activity as discretionary portfolio management. It does not market itself as an ESG investor, is not described as a multi-state or affiliated pension consultant, and is not positioned as a capital allocator or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds84%
- Exchange Traded Equities15%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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