GATEWAY FINANCIAL & ESTATE PLANNING, INC.

GATEWAY FINANCIAL & ESTATE PLANNING, INC. is an SEC-registered investment adviser (CRD 144741). Regulatory assets under management: $9.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 144741
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144741 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search