MEYER GATES FINANCIAL ADVISORS, INC
CRD #125046 SEC #801-130107 WEST CHESTER, OH 937-220-4915
SEC Registered
Total AUM
$151.4M
Discretionary
$151.4M
Employees
6
Clients
51
Accounts
447
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $151.4M | $151.4M | $0 | 6 | 6 |
| Apr 2024 | $142M | $142M | $0 | 6 | 5 |
| Mar 2024 | $142M | $142M | $0 | 6 | 5 |
DateMar 2025
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees6
Clients6
DateApr 2024
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees6
Clients5
DateMar 2024
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees6
Clients5