Meyer Gates Financial Advisors, Inc
Meyer Gates Financial Advisors, Inc is an SEC-registered mass-market adviser in West Chester, OH with $168.7M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Meyer Gates Financial Advisors, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125046, SEC 801-130107, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $168.7M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- West Chester, OH
- Employees
- 6
- Clients
- 177
- CRD
- 125046
- Ownership
- Meyer, Douglas, Michael; Gates, Joseph, William; MEYER GATES HOLDING COMPANY
How much AUM does Meyer Gates Financial Advisors, Inc have?
Meyer Gates Financial Advisors, Inc reported $168.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Meyer Gates Financial Advisors, Inc?
Disclosed owners and executives of Meyer Gates Financial Advisors, Inc include Meyer, Douglas, Michael, Gates, Joseph, William, MEYER GATES HOLDING COMPANY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.