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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) |
|---|
| 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
✚
|
AZ | 0.2 |
|
Interwealth Management LLC
✚
|
AZ | 0.2 |
|
Bradford Financial Center
✚
|
IA | 0.2 |
|
Dragus Capital LLC
✚
|
FL | 0.2 |
|
Fearless Solutions LLC
✚
|
TX | 0.2 |
|
Diversified Resources LLC
✚
|
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
✚
|
MA | 0.2 |