|
⚲
|
| Keyboard |
| Whitegate Investment Counselors Inc
✚
|
|
|---|---|
| CRD # | 107732 |
| SEC # | 801-40719 |
| CIK # | 0001667102 |
| AUM | 545.4 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 603-228-5471 |
| Address | 143 North Main Street Concord, NH 03301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 12.7 |
| (b) Individuals (high net worth individuals) | 76 | 528.4 |
| (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 | 2 | 4.3 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 477 | 545.4 |
| By Discretionary | ||
| Discretionary | 470 | 535.4 |
| Non-Discretionary | 7 | 10.0 |
| Total | 477 | 545.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 541.7 | |
| Total | 477 | 545.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001667102] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hutchens & Kramer Investment Management Group LLC
✚
|
IN | 546.8 M |
|
Byrne Financial Freedom LLC
✚
|
MA | 546.4 M |
|
MACH-1 Financial Group LLC
✚
|
AR | 546.3 M |
|
Legacy Wealth Asset Management LLC
✚
|
MN | 546.0 M |
|
25 LLC
✚
|
MO | 545.0 M |
|
RL Evans Co Inc
✚
|
WA | 545.0 M |
|
Selby Wealth Management LLC
✚
|
CA | 544.8 M |
|
Sierra Ocean LLC
✚
|
CA | 544.6 M |
|
Goodreid Investment Counsel Corp
✚
|
544.1 M | |
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 543.5 M |