Crossgate Wealth Advisors, LLC

RIASEC Registered

Total AUM

$272M

Discretionary

$269M

99% of AUM

Avg account

$359K

Accounts

758

Employees

Advisory reps

Firm details

Headquarters: Newtown, Pennsylvania
CRD number: 121856
Registered since: October 27, 2014
Website: www.crossadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.64%
Individuals13.25%
Charitable Organizations0.11%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Crossgate Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm has been SEC-registered since 2014. Its core services are financial planning and portfolio management for individuals and small businesses; its billing mixes AUM-based fees with hourly and fixed-fee arrangements. Crossgate does not operate as a capital allocator, and it identifies as an active ESG investor, which suggests ESG considerations are applied across its investment selection and monitoring.