GATEWAY FINANCIAL STRATEGIES LLC
CRD #109555 SEC #801-57488 ERIE, CO 303-828-0077
SEC Registered
Total AUM
$29.9M
Discretionary
$28.3M
Employees
1
Clients
1
Accounts
80
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $29.9M | $28.3M | $1.7M | 1 | 26 |
| Mar 2011 | $32M | $30.1M | $1.9M | 5 | -- |
| Jan 2010 | $34.6M | $32.8M | $1.7M | 5 | -- |
| Jan 2007 | $39.7M | $37.7M | $2M | 5 | -- |
| Jan 2006 | $32.5M | $30.7M | $1.8M | 5 | -- |
| Sep 2005 | $30.4M | $28.6M | $1.8M | 5 | -- |
| Oct 2003 | $27.9M | $26.3M | $1.7M | 5 | -- |
| Oct 2003 | $24.3M | $22.8M | $1.5M | 5 | -- |
| Mar 2002 | $28M | $26.3M | $1.7M | 5 | -- |
DateMar 2012
Total AUM$29.9M
Discretionary$28.3M
Non-Disc.$1.7M
Employees1
Clients26
DateMar 2011
Total AUM$32M
Discretionary$30.1M
Non-Disc.$1.9M
Employees5
Clients--
DateJan 2010
Total AUM$34.6M
Discretionary$32.8M
Non-Disc.$1.7M
Employees5
Clients--
DateJan 2007
Total AUM$39.7M
Discretionary$37.7M
Non-Disc.$2M
Employees5
Clients--
DateJan 2006
Total AUM$32.5M
Discretionary$30.7M
Non-Disc.$1.8M
Employees5
Clients--
DateSep 2005
Total AUM$30.4M
Discretionary$28.6M
Non-Disc.$1.8M
Employees5
Clients--
DateOct 2003
Total AUM$27.9M
Discretionary$26.3M
Non-Disc.$1.7M
Employees5
Clients--
DateOct 2003
Total AUM$24.3M
Discretionary$22.8M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2002
Total AUM$28M
Discretionary$26.3M
Non-Disc.$1.7M
Employees5
Clients--