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Home > Retirement Planners > new hampshire > concord > WHITEGATE INVESTMENT COUNSELORS, INC.
WHITEGATE INVESTMENT COUNSELORS, INC.
46 South Main Street
Concord, New Hampshire 3301
Tel: 603-228-5471
About WHITEGATE INVESTMENT COUNSELORS, INC.
WHITEGATE INVESTMENT COUNSELORS, INC, formally registered with the SEC as WHITEGATE INVESTMENT COUNSELORS, INC. The firm was established in 02/07/1992. They have over 1 offices throughout the country.
WHITEGATE INVESTMENT COUNSELORS, INC. is a Concord, New Hampshire based Financial Planning firm with nearly $618,358,119 assets under management, offering retirement planning & investment advisory services to 484 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 107732 |
| SEC# | 801-40719 |
| Assets Managed by Firm | $618,358,119 |
| No. of Clients | 484 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 484 | $618,358,119 |
| Individuals (other than high net worth individuals) | 64 | $13,758,828 |
| High net worth individuals | 77 | $474,046,209 |
| Pension and profit sharing plans | $124,774,866 | |
| Charitable organizations | 19 | $5,777,882 |
| Corporations or other businesses | Fewer than 5 clients | $334 |
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