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Building 2WHITEGATE INVESTMENT COUNSELORS, INC.

Map pinCONCORD, NH
Phone603-228-5471
NotebookSEC #801-40719
Total AUM
$545.4M
Employees
3
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
143 NORTH MAIN STREET
SUITE 203
CONCORD
NH 03301
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
603-228-5471

ReceiptFinancials

Total AUM
$545.4M
Accounts
477
Discretionary
$535.4M
Accounts
470
Non-Discretionary
$10M
Accounts
7

ContactClients

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Individual Clients
60
AUM
$12.7M
HNW Individual Clients
76
AUM
$528.4M
Charitable Organization Clients
2
AUM
$4.3M
Corporation or Business Clients
1
AUM
$1.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMAMDNHNYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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