RIA Intelligence

GATES PASS ADVISORS, LLC

CRD #269983 SEC #801-123686 LOS ALTOS, CA 650-797-0280
SEC Registered
Total AUM
$188M
Discretionary
$188M
Employees
4
Clients
25
Accounts
279

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 24, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
SZABO-CUMMINGS, KANAKA, ESTHERIMEMBER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jul 24, 2025 REGISTERED

Notice Filings (3)

CA TX WA

Address

280 2ND STREET
SUITE 280
LOS ALTOS, CA 94022
United States
Phone: 650-797-0280