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Crossgate Wealth Advisors LLC
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CRD # | 121856 |
SEC # | 801-80475 |
CIK # | |
AUM | $209.0 MM (2024-07-29) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 215-860-2234 |
Address | 605 Floral Vale Blvd Yardley, PA 19067-5528 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 124 | 39.4 |
(b) Individuals (high net worth individuals) | 58 | 169.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 760 | 209.0 |
By Discretionary | ||
Discretionary | 754 | 207.0 |
Non-Discretionary | 6 | 2.0 |
Total | 760 | 209.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 209.0 | |
Total | 760 | 209.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Key Group Management Inc
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AZ | 0.2 |
Interwealth Management LLC
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|
AZ | 0.2 |
Bradford Financial Center
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|
IA | 0.2 |
Dragus Capital LLC
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|
FL | 0.2 |
Fearless Solutions LLC
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|
TX | 0.2 |
Diversified Resources LLC
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|
RI | 0.2 |
Dudley Capital Management LLC
✚
|
VA | 0.2 |
Blue Spark Capital Advisors LLC
✚
|
NY | 0.2 |
RM Financial Services LLC
✚
|
ME | 0.2 |
Harbor Island Capital LLC
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|
MA | 0.2 |