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GATEWAY WEALTH PARTNERS, LLC

Tel: (920) 731-9293
100 W. Lawrence Street
Suite 304
Appleton, Wisconsin  54911

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GATEWAY WEALTH PARTNERS, LLC

GATEWAY WEALTH PARTNERS, LLC is a Appleton, Wisconsin based financial advisory firm with nearly $891,580,271 in assets under management and provides investment advisory services for 3968 clients. There are currently 80 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

322789

SEC#:

801-126635

No. of Clients:

3968

Assets under Management

$891,580,271

No. of Advisors:

80

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