WHITEGATE INVESTMENT COUNSELORS, INC.

143 North Main Street
Suite 203
Concord, New Hampshire 03301
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 $674,035,765 assets under management, offering retirement planning & investment advisory services to 490 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107732
SEC#	801-40719
Assets Managed by Firm	$674,035,765
No. of Clients	490
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	490	$674,035,765
Individuals (other than high net worth individuals)	63	$13,786,529
High net worth individuals	79	$509,272,343
Pension and profit sharing plans	Fewer than 5 clients	$144,490,217
Charitable organizations	19	$6,186,630
Corporations or other businesses	Fewer than 5 clients	$300,046

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