Northgate Advisors (CRD# 169359) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $27,861,560 in 55 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$506,574
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Robert Anderson (CRD# 2803134) is an Investment Advisor Representative working at Northgate Advisors in Walnut Creek, CA and has over 9 years of experience in the finance industry. Robert Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.