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Gateway Financial Strategies LLC (Erie)


Gateway Financial Strategies LLC is an adviser based in Erie. It manages $29.92 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.




Gateway Financial Strategies provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gateway Financial Strategies: assets under management

The assets under management (AUM) of Gateway Financial Strategies LLC is $29.92 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.26 million in discretionary accounts and $1.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $362.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $826.3 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gateway Financial Strategies LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Erie

The principal office where Gateway Financial Strategies LLC performs its advisory services is located at 526 Briggs Street, Erie, CO 80516 The mailing address of the firm is Po Box 957, Erie, CO 80516. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-828-0077 or by fax 303-496-6611. The normal business hours are by appointment only on Monday - Friday.


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