AdvisorOS Directory
Claim Profile
JO

John Daniel Omalley

EASTGATE CAPITAL ADVISORS LLC·WINNETKA, Illinois
Unclaimed Profile
560 GREEN BAY ROAD, WINNETKA, IL 60093CRD# 2287425Firm CRD# 220511
01

About

John Daniel Omalley is a registered financial advisor based in WINNETKA, Illinois, affiliated with EASTGATE CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EASTGATE CAPITAL ADVISORS LLC
EASTGATE CAPITAL ADVISORS LLC
AUM
$133M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at EASTGATE CAPITAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2287425
Firm CRD# 220511
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WINNETKA?

Browse all registered financial advisors in WINNETKA, Illinois or claim this profile if it's yours.

Browse WINNETKA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Daniel Omalley offer?
John Daniel Omalley specializes in Financial Planning, Investment Management. Contact their office in WINNETKA, Illinois for a consultation.
What are John Daniel Omalley's credentials?
John Daniel Omalley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Daniel Omalley located?
John Daniel Omalley is based in WINNETKA, Illinois, working with EASTGATE CAPITAL ADVISORS LLC. Their office serves clients in the WINNETKA metropolitan area and surrounding communities.
How does John Daniel Omalley charge for services?
John Daniel Omalley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EASTGATE CAPITAL ADVISORS LLC?
EASTGATE CAPITAL ADVISORS LLC has approximately 5 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WINNETKA
Julia A. Kyle — ORION CAPITAL MANAGEMENT INCRoslyn O'connor — ORION CAPITAL MANAGEMENT INCJames Walter Kyle — ORION CAPITAL MANAGEMENT INCNancy Johnson Jones — WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCJames Walter Kyle — ORION CAPITAL MANAGEMENT INC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile