Gator Investment Advisors, LLC
RIASEC 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 a small, privately owned registered advisory operating as a limited liability company. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its core advisory activity is portfolio management for individuals and small businesses. The firm reports no active ESG investing stance and is not identified as a multi-state adviser or a capital allocator.
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%
Contacts
1 of 1
Herb Meiberger
Managing PrincipalCRD 5752556
Wealth 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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