GATES PASS ADVISORS, LLC
Tel: 650-797-0280 280 2nd Street, Suite 280 Los Altos, California 94022
About GATES PASS ADVISORS, LLC
GATES PASS ADVISORS, LLC is a Los Altos, California based financial advisory firm with nearly $151,285,107 in assets under management and provides investment advisory services for 243 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
269983
Firm SEC#:
801-123686
Assets Under Management:
$151,285,107
No. of Clients:
243
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
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