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Building 2WINGATE WEALTH ADVISORS, INC.

Map pinLEXINGTON, MA
Phone781-862-7100
NotebookSEC #801-28664
Total AUM
$1.4B
Employees
24
Clients
651

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 BEDFORD STREET
LEXINGTON
MA 02420-1547
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
781-862-7100

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,802
Discretionary
$1.2B
Accounts
2,426
Non-Discretionary
$258M
Accounts
376

ContactClients

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Individual Clients
287
AUM
$103.4M
HNW Individual Clients
355
AUM
$1.3B
Pension/Profit Sharing Plan Clients
1
AUM
$9.9M
Charitable Organization Clients
7
AUM
$34.3M
Corporation or Business Clients
1
AUM
$9.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDMENCNHNYPARITXVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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