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Paulette Wheeler Wolfe

WHITEGATE INVESTMENT COUNSELORS, INC.·CONCORD, New Hampshire
Unclaimed Profile
143 NORTH MAIN STREET, CONCORD, NH 03301CRD# 4936677Firm CRD# 107732
01

About

Paulette Wheeler Wolfe is a registered financial advisor based in CONCORD, New Hampshire, affiliated with WHITEGATE INVESTMENT COUNSELORS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
WHITEGATE INVESTMENT COUNSELORS, INC.
WHITEGATE INVESTMENT COUNSELORS, INC.
AUM
$674M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WHITEGATE INVESTMENT COUNSELORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4936677
Firm CRD# 107732
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paulette Wheeler Wolfe offer?
Paulette Wheeler Wolfe specializes in Investment Management, Wealth Management. Contact their office in CONCORD, New Hampshire for a consultation.
What are Paulette Wheeler Wolfe's credentials?
Paulette Wheeler Wolfe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paulette Wheeler Wolfe located?
Paulette Wheeler Wolfe is based in CONCORD, New Hampshire, working with WHITEGATE INVESTMENT COUNSELORS, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Paulette Wheeler Wolfe charge for services?
Paulette Wheeler Wolfe'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 WHITEGATE INVESTMENT COUNSELORS, INC.?
WHITEGATE INVESTMENT COUNSELORS, INC. has approximately 5 employees and manages $674M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CONCORD
Scott Benjamin Schermerhorn — GRANITE INVESTMENT ADVISORS, LLCTimothy Sean Lesko — GRANITE INVESTMENT ADVISORS, LLCRichard Bruce Morgan — GRANITE INVESTMENT ADVISORS, INC.Debra Ann Wentworth — GRANITE INVESTMENT ADVISORS, LLCJanet Hutchens — HUTCHENS INVESTMENT MANAGEMENT INC
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
PORTSMOUTH GuideBEDFORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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