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GATES PASS ADVISORS, LLC
GATES PASS ADVISORS, LLC
LOS ALTOS, California
·
1 registered advisor
·
CRD# 269983
SEC# 801-123686
1
650-797-0280
01
Firm Overview
AUM
$151M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GATES PASS ADVISORS, LLC
1 registered advisor
Kanaka Esther Szabo-Cummings
LOS ALTOS, California
CRD# 2354565
05
Office Locations
LOS ALTOS, California
1 advisor
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Data sourced from SEC Form ADV filings. GATES PASS ADVISORS, LLC (CRD# 269983) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.