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Gateway Advisory

Gateway Advisory is an investment advisor in Westfield with $684.44M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
271678306
SEC advisor number
801-70890
FINRA CRD number
152347
AUM ?
$684.44M (as of 31 Mar 21)
Accounts
2,152 (as of 31 Mar 21)
Employees
11 (7 investment advisory or research)
Address
Gateway Advisory
900 SOUTH AVENUE WEST
WESTFIELD
NJ 07090
Phone
908-233-8100

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 107 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$94.62M 1.29M 1.27M +1.3
$56.54M 632.03K 625.67K +1.0
$48.26M 1.76M 1.73M +1.4
$44.6M 509.73K 505.61K +0.8
$16.79M 306.09K 302.1K +1.3
$10.77M 442.89K 436.88K +1.4
$8.67M 146.63K 144.69K +1.3
$8.29M 304.89K 301.09K +1.3
$7.98M 258.8K 254.64K +1.6
$7.25M 25.7K 23.41K +9.8
$5.47M 16.67K 16.48K +1.1
$5.19M 35.76K 29.45K +21.4
$4.98M 13.9K 13.11K +6.0
$4.97M 55.29K 54.05K +2.3
$4.53M 36.89K 34.96K +5.5
Vanguard Admiral FDS Inc (SMLLCP 600 IDX)
$4.35M 21.56K 21.06K +2.4
$4.27M 28.52K 2.27K +1155.7
Vanguard Admiral FDS Inc (MIDCP 400 IDX)
$4.24M 23.82K 23.32K +2.1
$4.21M 67.27K 65.47K +2.8
$4.05M 121.25K 112.69K +7.6
$4M 28.23K 27.14K +4.0
Vanguard Admiral FDS Inc (SMLCP 600 VAL)
$3.84M 22.09K NEW
$3.78M 65.61K 65.79K -0.3
$3.56M 18.52K 18.21K +1.7
$3.55M 71.8K 70.55K +1.8
$2.47M 15.28K 3.36K +355.4
$2.02M 39.99K 38K +5.2
$2M 19.4K NEW
$1.76M 29.91K 27.85K +7.4
$1.56M 7.82K 7.82K 0
$1.44M 60.76K 60.53K +0.4
$1.35M 13.03K 13.03K 0
$1.35M 11.75K 10.73K +9.5
$1.17M 22.98K 22.98K 0
$1.11M 19.43K 12.72K +52.7
$1.02M 5.21K 5.21K 0
$1.01M 2.51K 2.06K +21.8
$964K 10.89K 10.89K 0
$848K 318 NEW
$803K 16.2K NEW
$710K 216 179 +20.7
$672K 16.43K 16.27K +1.0
$671K 47.4K NEW
$661K 1.02K 1K +1.8
$658K 3.61K NEW
$622K 5.06K 4.97K +1.7
$619K 2.99K NEW
$606K 911 897 +1.6
$597K 3.58K 3.58K 0
$595K 4.25K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings