GATEPASS CAPITAL, LLC - Financial Advisor in Ohio, Independence

Tel: 833-428-3727 5005 Rockside Road Suite 230 Independence, Ohio 44131

About GATEPASS CAPITAL, LLC

GATEPASS CAPITAL, LLC is a Independence, Ohio based financial advisory firm with nearly $103,178,773 in assets under management and provides investment advisory services for 116 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

329404

Firm SEC#:

801-129402

Assets Under Management:

$103,178,773

No. of Clients:

116

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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