Be advised. This firm is no longer registered.

Northgate Advisors

Northgate Advisors (CRD# 169359) is a financial advisory firm headquartered in Concord, CA. They manage $21,205,546 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5100-b1 Clayton Road, #357, Concord, CA 94521
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $481,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Northgate Advisors
No Advisor Found.

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.

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