Gatens Financial
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
8106 San Fernando Way Ste 200, Dallas, T...Phone Number
(855) 695-4877Website
www.gatensfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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Apr
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ZI Rank
1
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1
About Gatens Financial
Gatens Financial is an independent, fee-only wealth management firm based in Dallas, Texas, providing financial advisory services to high net worth individuals, families, and institutions nationwide. The firm focuses on building tailored wealth management solutions through a comprehensive investment process paired with financial planning. Committed to integrity and client education, Gatens Financial emphasizes high-touch service and customized investment portfolios, ensuring that seasoned professionals manage client accounts directly. Their typical clients are individuals, families, or institutions with investment portfolios of at least $1 million, seeking a long-term relationship with a trusted advisor.Explore more
Gatens Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Gatens Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Gatens Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gatens Financial.
Gatens Financial Tech Stack
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Gatens Financial is an independent, fee-only wealth management firm based in Dallas, Texas, providing financial advisory services to high net worth individuals, families, and institutions nationwide. The firm focuses on building tailored wealth management solutions through a comprehensive investment process paired with financial planning. Committed... Read More
