Summit Financial Onboards Gateway Advisory ( $830M AUM )
March 16, 2025
Summit Financial has made a strategic investment in Gateway Advisory, a New Jersey-based registered investment advisory firm with $830 million in assets under management. The Gateway team and principals will integrate into Summit’s Parsippany office as part of Summit’s ongoing roll-up of advisory practices to expand its multi‑family office platform.
- Buyers
- Summit Financial
- Targets
- Gateway Advisory
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Transaction Type
- Addon
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