Egate, LLC

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).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $72,000
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Egate, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul H. Smith
CRD#: 2387799
2220 Eastridge Avenue, Suite D, Riverside, CA 92507
61
Wealthminder
score

Paul Smith (CRD# 2387799) is an Investment Advisor Representative working at Egate, LLC in Riverside, CA and has over 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.