CROSSGATE WEALTH ADVISORS, LLC

125 Pheasant Run
Suite 100
Newtown, Pennsylvania 18940
Tel: (215) 860-2234

About CROSSGATE WEALTH ADVISORS, LLC

CROSSGATE WEALTH ADVISORS, LLC, formally registered with the SEC as CROSSGATE WEALTH ADVISORS, LLC. The firm was established in 10/27/2014. They have over 1 offices throughout the country.

CROSSGATE WEALTH ADVISORS, LLC is a Newtown, Pennsylvania based Financial Planning firm with nearly $236,163,322 assets under management, offering retirement planning & investment advisory services to 179 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121856
SEC#	801-80475
Assets Managed by Firm	$236,163,322
No. of Clients	179
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	179	$236,163,322
Individuals (other than high net worth individuals)	114	$38,167,033
High net worth individuals	63	$197,773,902
Charitable organizations	Fewer than 5 clients	$222,387

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