GATEWAY FINANCIAL ADVISORS TEXAS, LLC

GATEWAY FINANCIAL ADVISORS TEXAS, LLC is an SEC-registered investment adviser (CRD 321174). Regulatory assets under management: $34.6M.

Registration

• CRD: 321174
• Type: Registered investment adviser
• Phone: 2107574522
• Latest filing: 2026-02-19
• Regulatory AUM: $34.6M
• Discretionary AUM: $34.6M
• Clients: 2
• Accounts: 175

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321174 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search