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Daniel Mitchell Ashcraft

Gateway Investment Advisers, LLC

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About Daniel Mitchell Ashcraft

Daniel Mitchell Ashcraft is a registered investment advisor representative with Gateway Investment Advisers, LLC. Daniel has been with Gateway Investment Advisers, LLC since 2014. Daniel holds the Chartered Financial Analyst designation. Daniel's area of specializations include portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

Firm Information

Daniel Ashcraft is currently registered with Gateway Investment Advisers, LLC. Gateway Investment Advisers, LLC is a Cincinnati, OH-based investment advisor managing over $8.8 billion in assets for high-net-worth individuals, investment companies, insurance companies, corporations, state or municipal government entities, and other clients. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
Gateway Investment Advisers, LLC

312 WALNUT STREET

CINCINNATI, OH 45202-9834

$8.83B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Ashcraft’s Registration & Firm History

OH

01/09/2024 - Present

Gateway Investment Advisers, LLC (CINCINNATI OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Mitchell Ashcraft.
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