Wingate Advisors, LLC
Wingate Advisors, LLC (CRD# 157169) is a financial advisory firm headquartered in Dallas, TX. They manage $426,844,211 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management427MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$85,368,842
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)