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HIGHGATE FINANCIAL PARTNERS
HIGHGATE FINANCIAL PARTNERS LLC
CRD 317963
32107 LINDERO CANYON ROAD, SUITE 225, WESTLAKE VILLAGE, CA, 91361, United States
Phone
818-699-6277
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$15.9M
Discretionary AUM
$15.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $3.4M |
| High net worth individuals | 8 | $12.5M |
All web addresses on file
Official SEC filing: View on IAPD