|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Crossgate Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 121856 |
| SEC # | 801-80475 |
| CIK # | |
| AUM | $236.2 M (2025-02-18) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 215-860-2234 |
| Address | 125 Pheasant Run Newtown, PA 18940 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 38.2 |
| (b) Individuals (high net worth individuals) | 63 | 197.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 179 | 236.2 |
| By Discretionary | ||
| Discretionary | 178 | 233.9 |
| Non-Discretionary | 1 | 2.3 |
| Total | 179 | 236.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.2 | |
| Total | 179 | 236.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
R Stewart Eads Investment Counsel Inc
✚
|
GA | 0.2 |
|
Timberchase Financial LLC
✚
|
AL | 0.2 |
|
Pathworks Financial Inc
✚
|
MI | 0.2 |
|
Riverplace Capital Management Inc
✚
|
FL | 0.2 |
|
Northeastern Star Asset Management Inc
✚
|
PA | 0.2 |
|
Penney Financial LLC
✚
|
TX | 0.2 |
|
Pandora Wealth Inc
✚
|
IL | 0.2 |
|
TPG Advisors LLC
✚
|
IL | 0.2 |
|
American Planning Services Inc
✚
|
FL | 0.2 |
|
Casilio Leitch Investments LLC
✚
|
CA | 0.2 |