GATEWAY ADVISORY LLC Overview

Gateway Advisory Llc is an investment advisor that manages 347.8 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 250MM in positions, representing 72% of the manager's regulatory AUM.

GATEWAY ADVISORY LLC StockAlpha

-3.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GATEWAY ADVISORY LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPLV 24.73% ETF -1.79% -0.92% 0 4%
CSJ 14.47% ETF -0.49% -0.17% 1 6%
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GATEWAY ADVISORY LLC Founders and Key Employees

Name Title In Position Since
Brian J. Power Chief Operating Officer And Chief Compliance Officer January-2010
Jay H. Flamme Chief Financial Officer January-2010
Paul A. De Rosa Chief Investment Officer January-2010
Glenn A. Blachman Principal/Director Of Human Resources January-2010

GATEWAY ADVISORY LLC Brokers, Custodians, Auditors and Administrators

Type Company

GATEWAY ADVISORY LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis and Investment Strategies

Gateway’s family of Balanced Global Allocation Portfolios consists of thirteen separate portfolios targeting the full range of investor risk profiles, including a taxable fixed income portfolio, a tax-exempt fixed income portfolio, a growth portfolio, five balanced portfolios that invest in a combination of growth assets and tax-exempt fixed income assets and five balanced portfolios that invest in a combination of growth assets and taxable fixed income assets.

Each of these portfolios may invest in individual securities, ETFs, or exchange-traded notes (“ETNs”), mutual funds, or may be invested in whole or in part with Independent Managers. Generally, Gateway allocates balanced portfolios across four broad market segments: U.S. equities, international equities, fixed income and alternative investments. For tax-free fixed income portfolios, G...
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GATEWAY ADVISORY LLC Portfolio Concentration

GATEWAY ADVISORY LLC Location

900 SOUTH AVENUE WEST
WESTFIELD, New Jersey
UNITED STATES, 07090

GATEWAY ADVISORY LLC Contact Information

Phone Number: 908-233-8100
Fax Number: 908-233-0499
Website:

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