GATEWAY ADVISORY, LLC
CRD #152347 SEC #801-70890 WESTFIELD, NJ 908-233-8100
SEC Registered
Total AUM
$743.7M
Discretionary
$743.7M
Employees
8
Clients
101
Accounts
2,286
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $743.7M | $743.7M | $0 | 8 | 0 |
| Mar 2023 | $637.9M | $637.9M | $0 | 8 | 0 |
| May 2022 | $738.7M | $738.7M | $0 | 11 | 45 |
| Mar 2022 | $738.7M | $738.7M | $0 | 11 | 45 |
| Mar 2021 | $684.4M | $684.4M | $0 | 11 | 45 |
| Jun 2020 | $570.1M | $570.1M | $0 | 11 | 45 |
| Apr 2020 | $570.1M | $570.1M | $0 | 11 | 45 |
| Mar 2020 | $570.1M | $570.1M | $0 | 11 | 45 |
| Nov 2019 | $489.5M | $489.5M | $0 | 11 | 45 |
| Mar 2019 | $489.5M | $489.5M | $0 | 11 | 45 |
| Mar 2018 | $487.1M | $487.1M | $0 | 12 | 45 |
| Apr 2017 | $397.5M | $396.3M | $1.1M | 11 | 500 |
| Mar 2017 | $397.5M | $396.3M | $1.1M | 11 | 500 |
| Jun 2016 | $411.1M | $409.9M | $1.2M | 12 | 400 |
| Feb 2016 | $348.4M | $348.4M | $0 | 7 | 400 |
| Nov 2015 | $347.8M | $338.7M | $9.1M | 8 | 400 |
| Oct 2015 | $347.8M | $338.7M | $9.1M | 8 | 400 |
| Mar 2015 | $347.8M | $338.7M | $9.1M | 8 | 400 |
| Aug 2014 | $271.3M | $259.9M | $11.4M | 8 | 300 |
| Feb 2014 | $271.3M | $259.9M | $11.4M | 8 | 300 |
| Oct 2013 | $228.9M | $191.6M | $37.3M | 7 | 300 |
| Mar 2013 | $228.9M | $191.6M | $37.3M | 6 | 300 |
| Dec 2012 | $224.2M | $189.3M | $34.9M | 5 | 300 |
| Mar 2012 | $224.2M | $189.3M | $34.9M | 6 | 300 |
| Mar 2011 | $246.7M | $161.5M | $85.2M | 10 | -- |
| Apr 2010 | $81.7M | $81.7M | $0 | 10 | -- |
| Jan 2010 | $0 | $0 | $0 | 10 | -- |
DateMar 2024
Total AUM$743.7M
Discretionary$743.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$637.9M
Discretionary$637.9M
Non-Disc.$0
Employees8
Clients0
DateMay 2022
Total AUM$738.7M
Discretionary$738.7M
Non-Disc.$0
Employees11
Clients45
DateMar 2022
Total AUM$738.7M
Discretionary$738.7M
Non-Disc.$0
Employees11
Clients45
DateMar 2021
Total AUM$684.4M
Discretionary$684.4M
Non-Disc.$0
Employees11
Clients45
DateJun 2020
Total AUM$570.1M
Discretionary$570.1M
Non-Disc.$0
Employees11
Clients45
DateApr 2020
Total AUM$570.1M
Discretionary$570.1M
Non-Disc.$0
Employees11
Clients45
DateMar 2020
Total AUM$570.1M
Discretionary$570.1M
Non-Disc.$0
Employees11
Clients45
DateNov 2019
Total AUM$489.5M
Discretionary$489.5M
Non-Disc.$0
Employees11
Clients45
DateMar 2019
Total AUM$489.5M
Discretionary$489.5M
Non-Disc.$0
Employees11
Clients45
DateMar 2018
Total AUM$487.1M
Discretionary$487.1M
Non-Disc.$0
Employees12
Clients45
DateApr 2017
Total AUM$397.5M
Discretionary$396.3M
Non-Disc.$1.1M
Employees11
Clients500
DateMar 2017
Total AUM$397.5M
Discretionary$396.3M
Non-Disc.$1.1M
Employees11
Clients500
DateJun 2016
Total AUM$411.1M
Discretionary$409.9M
Non-Disc.$1.2M
Employees12
Clients400
DateFeb 2016
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees7
Clients400
DateNov 2015
Total AUM$347.8M
Discretionary$338.7M
Non-Disc.$9.1M
Employees8
Clients400
DateOct 2015
Total AUM$347.8M
Discretionary$338.7M
Non-Disc.$9.1M
Employees8
Clients400
DateMar 2015
Total AUM$347.8M
Discretionary$338.7M
Non-Disc.$9.1M
Employees8
Clients400
DateAug 2014
Total AUM$271.3M
Discretionary$259.9M
Non-Disc.$11.4M
Employees8
Clients300
DateFeb 2014
Total AUM$271.3M
Discretionary$259.9M
Non-Disc.$11.4M
Employees8
Clients300
DateOct 2013
Total AUM$228.9M
Discretionary$191.6M
Non-Disc.$37.3M
Employees7
Clients300
DateMar 2013
Total AUM$228.9M
Discretionary$191.6M
Non-Disc.$37.3M
Employees6
Clients300
DateDec 2012
Total AUM$224.2M
Discretionary$189.3M
Non-Disc.$34.9M
Employees5
Clients300
DateMar 2012
Total AUM$224.2M
Discretionary$189.3M
Non-Disc.$34.9M
Employees6
Clients300
DateMar 2011
Total AUM$246.7M
Discretionary$161.5M
Non-Disc.$85.2M
Employees10
Clients--
DateApr 2010
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--