Gateway Advisory is an investment advisor in Westfield with $738.72 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
271678306
SEC advisor number
801-70890
FINRA CRD number
152347
AUM ?
$743.75 mm
(as of 28 Mar 24)
Accounts
2,286
(as of 28 Mar 24)
Employees
8
(4 investment advisory or research)
Address
Gateway Advisory
900 SOUTH AVENUE WEST
WESTFIELD
NJ 07090
900 SOUTH AVENUE WEST
WESTFIELD
NJ 07090
Phone
908-233-8100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 May 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22