Richard GatesCRD Number: 3026644
Current Firm: Tfs Capital LLC
Richard Gates (CRD# 3026644) is an Investment Advisor Representative working at Tfs Capital LLC in West Chester, PA and has over 18 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Tfs Capital LLC||Richmond, VA||Jan 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management815MILLIONS
Total Number of Accounts5ACCOUNTS
Average Account Value$162,938,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)