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).
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Total Assets Under Management647MILLION
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Total Number of Accounts488ACCOUNTS
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Average Account Value$1,326,812
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
IL, MA, MD, NH, NY, VA
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.
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.
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.