GATEWAY FINANCIAL

GATEWAY FINANCIAL of NORTHFIELD, OH is an SEC-registered investment adviser (CRD 306078). Regulatory assets under management: $40.8M.

Registration

• CRD: 306078
• Type: Registered investment adviser
• Location: 9821 OLDE EIGHT ROAD, NORTHFIELD, OH, 44067
• Phone: 844-592-9888
• Latest filing: 2026-03-09
• Regulatory AUM: $40.8M
• Discretionary AUM: $40.8M
• Clients: 2
• Accounts: 65

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306078 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search