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Building 2BESTGATE WEALTH ADVISORS, LLC

Map pinFREDERICK, MD
Phone301-662-7220
NotebookSEC #801-132305
Total AUM
$162.4M
Employees
9
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 BUCKEYSTOWN PIKE
STE 290
FREDERICK
MD 21704
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
301-662-7220

ReceiptFinancials

Total AUM
$162.4M
Accounts
118
Discretionary
$162.4M
Accounts
118
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
64
AUM
$33.5M
HNW Individual Clients
54
AUM
$128.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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