MEYER GATES FINANCIAL ADVISORS, INC

WEST CHESTER, Ohio·2 registered advisors·CRD# 125046
SEC# 801-1301074937-220-4915
01

Firm Overview

AUM
$142M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MEYER GATES FINANCIAL ADVISORS, INC

2 registered advisors
Douglas Michael Meyer
WEST CHESTER, Ohio
Joseph William Gates
WEST CHESTER, Ohio
05

Office Locations

WEST CHESTER, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. MEYER GATES FINANCIAL ADVISORS, INC (CRD# 125046) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.