Eastgate Capital Advisors LLC

Eastgate Capital Advisors LLC (CRD# 220511) is a financial advisory firm headquartered in Winnetka, IL. They manage $132,513,731 in 203 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
560 Green Bay Road, Suite 101, Winnetka, IL 60093
https://www.eastgateca.com
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $652,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Eastgate Capital Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
William Anderson, financial advisor Winnetka IL
William R. Anderson
CRD#: 1186876
560 Green Bay Road, Suite 101, Winnetka, IL 60093

William Anderson (CRD# 1186876) is an Investment Advisor Representative working at Eastgate Capital Advisors LLC in Winnetka, IL and has over 24 years of experience in the finance industry.

2
John Heyke, financial advisor Winnetka IL
John E. Heyke
CRD#: 244864
560 Green Bay Road, Suite 101, Winnetka, IL 60093

John Heyke (CRD# 244864) is an Investment Advisor Representative working at Eastgate Capital Advisors LLC in Winnetka, IL and has over 15 years of experience in the finance industry.

3
Felicia Omalley, financial advisor Winnetka IL
Felicia D. Omalley
CRD#: 1047573
560 Green Bay Road, Suite 101, Winnetka, IL 60093

Felicia Omalley (CRD# 1047573) is an Investment Advisor Representative working at Eastgate Capital Advisors LLC in Winnetka, IL and has over 36 years of experience in the finance industry.

4
John Omalley, financial advisor Winnetka IL
John D. Omalley
CRD#: 2287425
560 Green Bay Road, Suite 101, Winnetka, IL 60093

John Omalley (CRD# 2287425) is an Investment Advisor Representative working at Eastgate Capital Advisors LLC in Winnetka, IL and has over 9 years of experience in the finance industry.

5
Jeffrey Shepard, financial advisor Winnetka IL
Jeffrey G. Shepard
CRD#: 2112143
560 Green Bay Road, Suite 101, Winnetka, IL 60093

Jeffrey Shepard (CRD# 2112143) is an Investment Advisor Representative working at Eastgate Capital Advisors LLC in Winnetka, IL and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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