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Home > Retirement Planners > pennsylvania > newtown > CROSSGATE WEALTH ADVISORS, LLC
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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