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MEYER GATES FINANCIAL ADVISORS, INC

dba MEYER GATES FINANCIAL ADVISORS, INC · CRD 125046 · Registered Investment Adviser

Custody via related person

MEYER GATES FINANCIAL ADVISORS, INC is a Registered Investment Adviser headquartered in WEST CHESTER, OH. The firm reports $168,660,533 in regulatory assets under management across 448 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$168,660,533
Non-discretionary$0
Total RAUM$168,660,533
Accounts448

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 125046. adviserinfo.sec.gov/firm/summary/125046.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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