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Alex Gates

CLAYTON PARTNERS LLC·BERKELEY, California
Unclaimed Profile
3160 COLLEGE AVENUE, BERKELEY, CA 94705CRD# 6842445Firm CRD# 127546
01

About

Alex Gates is a registered financial advisor based in BERKELEY, California, affiliated with CLAYTON PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CLAYTON PARTNERS LLC
CLAYTON PARTNERS LLC
AUM
$152M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CLAYTON PARTNERS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6842445
Firm CRD# 127546
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alex Gates offer?
Alex Gates specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BERKELEY, California for a consultation.
What are Alex Gates's credentials?
Alex Gates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex Gates located?
Alex Gates is based in BERKELEY, California, working with CLAYTON PARTNERS LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Alex Gates charge for services?
Alex Gates's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLAYTON PARTNERS LLC?
CLAYTON PARTNERS LLC has approximately 3 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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