Egate, LLC (CRD# 143317) is a financial advisory firm headquartered in Riverside, CA. They manage $3,600,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$72,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Smith (CRD# 2387799) is an Investment Advisor Representative working at Egate, LLC in Riverside, CA and has over 21 years of experience in the finance industry.