Westrate Capital Management, Inc.
Westrate Capital Management, Inc. (CRD# 135291) is a financial advisory firm headquartered in Wheaton, IL. They manage $15,958,512 in 129 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts129ACCOUNTS
Average Account Value$123,709
- 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
Aaron Westrate (CRD# 4729681) is an Investment Advisor Representative working at Westrate Capital Management, Inc. in Wheaton, IL and has over 14 years of experience in the finance industry.