Pacific Gate Advisors, LLC

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Brentwood, Tennessee
CRD number
16589
Registered since
August 15, 1985

Firm profile

FINTRX

Overview

Pacific Gate Advisors, LLC is organized as a limited liability company and has been SEC-registered since 1985. FINTRX classifies the firm as unclassified and identifies the owner type as a combination of a domestic entity and an individual. The platform flags the firm as not being a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not provide inputs on the firm’s client segments, fee structure, specific business or advisory activities, or investment preferences.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Matthew Reynolds

    Matthew Reynolds

    President, Chief Financial OfficerCRD 4077413

Contacts

2 of 2
  • Robert Marassa

    Robert Marassa

    Managing PartnerCRD 2649843

  • Huan Wang

    Huan Wang

    Managing DirectorCRD 6836754

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brentwood, TN

Williamson

Location

Brentwood, TN

Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
1086 Hamer Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth