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Robert Frank Towne

GATEPASS CAPITAL, LLC·INDEPENDENCE, Ohio
Unclaimed Profile
5005 ROCKSIDE ROAD, INDEPENDENCE, OH 44131CRD# 7933829Firm CRD# 329404
01

About

Robert Frank Towne is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with GATEPASS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GATEPASS CAPITAL, LLC
GATEPASS CAPITAL, LLC
AUM
$103M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GATEPASS CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7933829
Firm CRD# 329404
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Frank Towne offer?
Robert Frank Towne specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Robert Frank Towne's credentials?
Robert Frank Towne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Frank Towne located?
Robert Frank Towne is based in INDEPENDENCE, Ohio, working with GATEPASS CAPITAL, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Robert Frank Towne charge for services?
Robert Frank Towne's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GATEPASS CAPITAL, LLC?
GATEPASS CAPITAL, LLC has approximately 5 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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