|
⚲
|
| Gateway Advisory LLC
✚
| |
|---|---|
| CRD # | 152347 |
| SEC # | 801-70890 |
| CIK # | 0001512404 |
| AUM | $743.7 MM (2024-03-28) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 908-233-8100 |
| Address | 900 South Avenue West Westfield, NJ 07090 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 11.7 | |
| MSFT | 1,918,222.4 | 8.9 | |
| IAU | 8.4 | ||
| GOOG | 1,482,566.4 | 7.4 | |
| AMZN | 1,092,997.8 | 7.3 | |
| CAT | 99,975.7 | 5.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 439 | 150.6 |
| (b) Individuals (high net worth individuals) | 227 | 589.8 |
| (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 | 0 | 0.4 |
| (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 | 8 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,286 | 743.7 |
| By Discretionary | ||
| Discretionary | 2,286 | 743.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,286 | 743.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 743.7 | |
| Total | 2,286 | 743.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001512404] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sterling Investment Advisors Ltd
✚
|
PA | 0.7 |
|
ASB Consultores LLC
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|
FL | 0.7 |
|
Stifel Capital Management LLC
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|
NY | 0.7 |
|
Exchange Capital Management Inc
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|
MI | 0.7 |
|
Golden State Equity Partners LLC
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|
CA | 0.7 |
|
Armbruster Capital Management Inc
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|
NY | 0.7 |
|
Berthel Fisher & Company Financial Services Inc
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|
IA | 0.7 |
|
Capital Advisors Wealth Management LLC
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|
WA | 0.7 |
|
Childress Capital Advisors LLC
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|
TX | 0.7 |
|
JRM Investment Counsel LLC
✚
|
NE | 0.7 |