Northgate Advisors

Northgate Advisors (CRD# 169359) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $30,105,775 in 93 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $323,718
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, TX

Financial Advisors at Northgate Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Robert Y. Anderson
CRD#: 2803134
801 Ygnacio Valley Road, Suite 240, Walnut Creek, CA 94596
96
Wealthminder
score

Robert Anderson (CRD# 2803134) is an Investment Advisor Representative working at Northgate Advisors in Walnut Creek, CA and has over 8 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.

2
Mark K. Pingree
CRD#: 6438076
801 Ygnacio Valley Road, Suite 240, Walnut Creek, CA 94596
90
Wealthminder
score

Mark Pingree (CRD# 6438076) is an Investment Advisor Representative working at Northgate Advisors in Walnut Creek, CA and has 1 year of experience in the finance industry. Mark Pingree 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.

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