# GATENS FINANCIAL, LLC

GATENS FINANCIAL, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 288268
- Type: SEC-registered investment adviser
- Phone: 855-695-4877
- Latest filing: 2026-03-13
- Regulatory AUM: $40.8M
- Discretionary AUM: $38.8M
- Non-discretionary AUM: $2.0M
- Clients: 2
- Accounts: 87

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288268/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288268/similar
- Related entities: https://search.stillhousedata.com/firm/288268/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288268

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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.