Wingate Capital Advisors LLC

Wingate Capital Advisors LLC (CRD# 168188) is a financial advisory firm headquartered in Tulsa, OK. They manage $2,273,281 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8143 E. 11th Street, Tulsa, OK 74112
https://www.wingatellc.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $66,861
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

OK, TX

Financial Advisors at Wingate Capital Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ahmed Farhan, financial advisor Tulsa OK
Ahmed Farhan
CRD#: 6840696
8143 E. 11th Street, Tulsa, OK 74112

Ahmed Farhan (CRD# 6840696) is an Investment Advisor Representative working at Wingate Capital Advisors LLC in Tulsa, OK and has over 6 years of experience in the finance industry.

2
Samuel Horey, financial advisor Tulsa OK
Samuel L. Horey
CRD#: 1987029
8143 E. 11th Street, Tulsa, OK 74112

Samuel Horey (CRD# 1987029) is an Investment Advisor Representative working at Wingate Capital Advisors LLC in Tulsa, OK and has over 30 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.

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