MEYER GATES FINANCIAL ADVISORS, INC

Overview

Meyer Gates Financial Advisors, Inc. is an independent, privately held registered investment adviser that serves individual and family clients. The firm bills clients using a mix of percentage-of-assets and fixed fees and focuses its client-facing work on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. It does not position itself as a capital allocator and is not an active ESG investor. Ownership is listed as a domestic entity and an individual, and the firm operates under a corporate structure. Its regulatory profile shows SEC registration and it classifies itself as an independent RIA rather than a broker-dealer or wirehouse affiliate.

Assets & Accounts

Investments & Alternatives