CENTERGATE CAPITAL

900 South Capital Of Texas Highway
Las Cimas Iv, Suite 480
Austin, Texas 78746
Tel: 512-717-7100

About CENTERGATE CAPITAL

CENTERGATE CAPITAL, formally registered with the SEC as CENTERGATE CAPITAL. The firm was established in 04/03/2017. They have over 1 offices throughout the country.

CENTERGATE CAPITAL is a Austin, Texas based Financial Planning firm with nearly $864,354,630 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281685
SEC#	801-110277
Assets Managed by Firm	$864,354,630
No. of Clients	5
No. of Advisors	23

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$864,354,630

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