Gates Pass Advisors, LLC
Firm details
- Headquarters
- Los Altos, California
- CRD number
- 269983
- Registered since
- April 11, 2022
- Website
- gatespassadvisors.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.46%
- Individuals1.54%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Gates Pass Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm operates as a capital allocator for individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include both percentage-of-assets and fixed-fee billing. Gates Pass does not identify as an active ESG investor and is not labeled a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds33%
- State & Local Bonds7%
- Investment Grade Corp Bonds6%
- US Government Bonds2%
Owners & executives
1 of 1
Kanaka Szabo-cummings
Founder and CEOCRD 2354565
Contacts
1 of 1
Erik Schei
Associate AdvisorCRD 4886564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Altos, CA
Santa Clara
Location
Los Altos, CA
Headquartered in Los Altos, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 280 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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