


Gate City Advisors
Financial Services • Greensboro, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 328 EAST MARKET ST, STE 110, GREENSBORO, NC 27401, US |
| Phone number | +13362725680 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Investment Consulting, 401K Consulting, Income Distribution Plans |
| Founded | 2011 |
| Employees | 1-10 |
| Socials |
Key Contacts at Gate City Advisors
Jo Bryant Smith
Director Of Financial Planning
Mercedes Fresquez
Director Of Operations
Lara Howard
Marketing Director
About Gate City Advisors
In 1841, led by then Governor John Motley Morehead, Greensboro began to make an impact on the lives of NC citizens. He believed that Greensboro should be a relevant part of transportation throughout the state. He convinced the major railroads of the time to “bend” their tracks through one major depot, and the Gate City was born. If you wanted to go anywhere, you would go through the Gate City (Greensboro). Likewise Gate City Advisors, LLC was born out of our advisors’ desire to be a relevant part of their client’s financial journey. Whether you need financial planning, investment consulting, risk management, or a retirement plan for your company, Gate City Advisors can get you where you need to go. Our advisors will ensure you are on the right track for your financial future. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra As), an affliliate of Kestra IS. Gate City Advisors, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra As) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra AS Compliance department at 844-5-KESTRA. Kestra AS does not provide tax or legal advice. https://bit.ly/KF-Disclosures http://www.finra.org/ https://www.sipc.org/ 855-723-6696
Gate City Advisors revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Gate City Advisors has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
Gate City Advisors has never raised funding before.
Gate City Advisors Tech Stack
Discover the technologies and tools that power Gate City Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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