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Meyer Gates Financial Advisors, Inc

● SEC registered since 2024CRD 125046SEC# 801-130107West Chester, OH
Export (members)
Reg. AUM
$151.4M
Employees
6
Accounts
447
Location
West Chester, OH

Meyer Gates Financial Advisors, Inc assets under management

Meyer Gates Financial Advisors, Inc operates as an SEC-registered investment adviser based in West Chester, OH. The firm has been registered since 2024. It reports $151.4 million in regulatory assets under management and employs 6 people.
www.meyergates.comView on SEC.gov ↗

Meyer Gates Financial Advisors, Inc owners & executives

5 reported
NameTitleOwnershipSince
Douglas Michael Meyer ControlChief Executive Officer/TreasurerUnder 5%2016
Joseph William Gates ControlChief Compliance Officer/SecretaryUnder 5%2020
Meyer Gates Holding Company ControlOwnerOver 75%2021
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Frequently asked questions

How much does Meyer Gates Financial Advisors, Inc manage?

Meyer Gates Financial Advisors, Inc reports $151.4 million in regulatory assets under management on its Form ADV.

How many employees does Meyer Gates Financial Advisors, Inc have?

Meyer Gates Financial Advisors, Inc reports 6 employees.

Where is Meyer Gates Financial Advisors, Inc located?

Meyer Gates Financial Advisors, Inc is based in West Chester, OH and has been SEC-registered since 2024.

Does Meyer Gates Financial Advisors, Inc disclose fund performance?

Meyer Gates Financial Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9078 Union Centre Blvd., Suite 350, West Chester, OH 45069
Phone937-220-4915
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$151.4M
Non-discretionary$0
Total (RAUM)$151.4M