# GATEWAY FINANCIAL & ESTATE PLANNING, INC.

GATEWAY FINANCIAL & ESTATE PLANNING, INC. is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 144741
- Type: SEC-registered investment adviser
- Phone: 208-233-4182
- Latest filing: 2026-07-16
- Regulatory AUM: $9.0M
- Discretionary AUM: $9.0M
- Clients: 6
- Accounts: 39

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144741/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144741/similar
- Related entities: https://search.stillhousedata.com/firm/144741/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144741

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.