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Building 2CROSSGATE WEALTH ADVISORS, LLC

Map pinNEWTOWN, PA
Phone(215) 860-2234
NotebookSEC #801-80475
Total AUM
$271.9M
Employees
6
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 PHEASANT RUN
SUITE 100
NEWTOWN
PA 18940
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
(215) 860-2234

ReceiptFinancials

Total AUM
$271.9M
Accounts
758
Discretionary
$269.4M
Accounts
752
Non-Discretionary
$2.4M
Accounts
6

ContactClients

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Individual Clients
113
AUM
$36M
HNW Individual Clients
70
AUM
$235.6M
Charitable Organization Clients
1
AUM
$295.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMANCNENHNJPATXVA

HandshakeAffiliates

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

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