Westrate Capital Management, Inc.

Westrate Capital Management, Inc. (CRD# 135291) is a financial advisory firm headquartered in Wheaton, IL. They manage $15,259,946 in 146 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $104,520
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
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.

IL

Financial Advisors at Westrate Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Aaron D. Westrate
CRD#: 4729681
Wheaton, IL
93
Wealthminder
score

Aaron Westrate (CRD# 4729681) is an Investment Advisor Representative working at Westrate Capital Management, Inc. in Wheaton, IL and has over 12 years of experience in the finance industry.

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