← Back to searchVisit website
WHITEGATE INVESTMENT COUNSELORS, INC.
CRD 107732 · SEC 801-40719
143 NORTH MAIN STREET, SUITE 203, CONCORD, NH, 03301, United States
Phone
603-228-5471
Fax
603-228-5478
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$545.4M
Discretionary AUM
$535.4M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $12.7M |
| High net worth individuals | 76 | $528.4M |
| Charitable organizations | 2 | $4.3M |
| Corporations/business entities | 1 | $1K |
States served
CA, IL, MD, MA, NY, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD