RIA Intel›Advisers›Ohio›GATEWAY ASSET MANAGEMENT, LLC

GATEWAY ASSET MANAGEMENT, LLC

Advisory

INDEPENDENCE, OH

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in OH

#671

of 748 advisers by AUM

Average account

$206K

across 343 accounts

AUM per adviser

$71M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$71M

Discretionary AUM$71M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients108

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

108 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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