Crossgate Wealth Advisors, LLC

Overview

Crossgate Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since its SEC registration in 2014. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its typical fee mix includes a percentage of assets under management combined with hourly and fixed-fee engagements. Crossgate reports being an active ESG investor, and it does not present itself as a multi-state adviser, pension consultant, or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices