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John Daniel Omalley

EASTGATE CAPITAL ADVISORS LLC·WINNETKA, Illinois
Clean recordEASTGATE CAPITAL ADVISORS LLC
560 GREEN BAY ROAD, WINNETKA, IL 60093CRD# 2287425Firm CRD# 220511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Daniel Omalley · WINNETKA, IL
Registration
CRD #2287425 · EASTGATE CAPITAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Nearby cities in Illinois
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