Crossgate Wealth Advisors, LLC is a large advisory firm based in Yardley. It manages $141.43 million of regulatory assets for 575 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of New Jersey, Pennsylvania, and Texas.
Crossgate Wealth Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Crossgate Wealth Advisors, LLC is $141.43 million. $1.13 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Crossgate Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Crossgate Wealth Advisors is high net worth individuals with 40 clients and $107.27 million of assets under management. Among the 8 most similar advisory firms, Crossgate Wealth Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $141.43 million for 136 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Crossgate Wealth Advisors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Crossgate Wealth Advisors, LLC performs its advisory services is located at 605 Floral Vale Blvd., Yardley, PA 19067 5528, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (215) 860-2234 or by fax (215) 860-2216. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/crossgate-wealth-advisors-llc.