GATEWAY FINANCIAL GROUP, INC.

Overview

Gateway Financial Group, Inc. is an independent registered investment adviser that serves individual and family clients, with a specific focus on financial planning and portfolio management for individuals and small businesses. The firm operates as a small, client-focused RIA and also lists accountant services among its business activities. Its advisory model uses a mix of percentage-of-AUM and fixed-fee arrangements, and the firm reports that it manages client assets on a fully discretionary basis. Investment activity centers on equity exposure, with a meaningful allocation to non-exchange-traded equities. Gateway is not positioned as a capital allocator or pension consultant; instead, its practice is concentrated on direct client portfolios and planning relationships. The firm is not marked as an active ESG investor and does not operate as a multi-state adviser in its filing.

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Location & Offices