Westrate Capital Management, Inc.

Westrate Capital Management, Inc. (CRD# 135291) is a financial advisory firm headquartered in , . They manage $19,100,000 in 104 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $183,654
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TN, TX

Financial Advisors at Westrate Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Aaron Westrate, financial advisor Signal Mountain TN
Aaron D. Westrate
CRD#: 4729681
Signal Mountain, TN

Aaron Westrate (CRD# 4729681) is an Investment Advisor Representative working at Westrate Capital Management, Inc. in Signal Mountain, TN and has over 20 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.

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