Assets Under Management
$188.0M
Number of Clients
66
Number of Advisors
2
Average Client AUM
$2.8M
AUM per Advisor
$94.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gates Pass Advisors offers broad-based financial planning and ongoing wealth management services. Investment advice is tailored to client objectives and needs. Services include budgeting, tax planning, retirement planning, and investment recommendations. They primarily use third-party money managers accessed via the SEI Platform.
280 2nd Street, Suite 280, Los Altos, CA, 94022