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| Gateway Advisory LLC
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|
|---|---|
| CRD # | 152347 |
| SEC # | 801-70890 |
| CIK # | 0001512404 |
| AUM | $637.9 MM (2023-03-25) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 908-233-8100 |
| Address | 900 South Avenue West Westfield, NJ 07090 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| IAU | 0.0 | ||
| MSFT | 1,918,222.4 | 0.0 | |
| HD | 277,648.0 | 0.0 | |
| UNH | 477,004.0 | 0.0 | |
| CVX | 294,604.1 | 0.0 | |
| KO | 269,985.6 | 0.0 | |
| CAT | 99,975.7 | 0.0 | |
| GOOG | 1,482,566.4 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 432 | 138.1 |
| (b) Individuals (high net worth individuals) | 237 | 492.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,235 | 637.9 |
| By Discretionary | ||
| Discretionary | 2,235 | 637.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,235 | 637.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 637.6 | |
| Total | 2,235 | 637.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001512404] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AIRE Advisors LLC
✚
|
CA | 0.6 |
|
Single Point Partners LLC
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|
MA | 0.6 |
|
Quadcap Wealth Management LLC
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TX | 0.6 |
|
Pacific Global Investment Management Co
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CA | 0.6 |
|
Strategic Point Investment Advisors LLC
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RI | 0.6 |
|
P J Schmidt Investment Management Inc
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WI | 0.6 |
|
Lebenthal Global Advisors LLC
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NY | 0.6 |
|
Liquid Strategies LLC
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GA | 0.6 |
|
Donald L Hagan LLC
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FL | 0.6 |
|
BOS Asset Management LLC
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|
IL | 0.6 |