Whitegate Investment Counselors, Inc.

Whitegate Investment Counselors, Inc. (CRD# 107732) is a financial advisory firm headquartered in Concord, NH. They manage $647,484,162 in 488 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
46 South Main Street, Concord, NH 03301
http://www.whitegateinvest.com
By the Numbers
  • Total Assets Under Management
    647
    MILLION
  • Total Number of Accounts
    488
    ACCOUNTS
  • Average Account Value
    $1,326,812
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MA, MD, NH, NY, VA

Financial Advisors at Whitegate Investment Counselors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Sarah Burdette, financial advisor Concord NH
Sarah A. Burdette
CRD#: 4376970
46 S Main Street, Concord, NH 03301

Sarah Burdette (CRD# 4376970) is an Investment Advisor Representative working at Whitegate Investment Counselors, Inc. in Concord, NH and has over 22 years of experience in the finance industry.

2
Carl Erickson, financial advisor Concord NH
Carl G. Erickson
CRD#: 814134
46 South Main Street, Concord, NH 03301

Carl Erickson (CRD# 814134) is an Investment Advisor Representative working at Whitegate Investment Counselors, Inc. in Concord, NH and has over 43 years of experience in the finance industry.

3
Paulette Wolfe, financial advisor Concord NH
Paulette W. Wolfe
CRD#: 4936677
46 South Main Street, Concord, NH 03301

Paulette Wolfe (CRD# 4936677) is an Investment Advisor Representative working at Whitegate Investment Counselors, Inc. in Concord, NH and has over 17 years of experience in the finance industry.

4
Allison Madden, financial advisor Concord NH
Allison M. Madden
CRD#: 6005228
46 South Main Street, Concord, NH 03301

Allison Madden (CRD# 6005228) is an Investment Advisor Representative working at Whitegate Investment Counselors, Inc. in Concord, NH and has over 4 years of experience in the finance industry.

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.

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