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Nickolaus Christopher Von Dohlen

CROSSGATE WEALTH ADVISORS, LLC·YARDLEY, Pennsylvania
Clean recordCROSSGATE WEALTH ADVISORS, LLC
605 FLORAL VALE BLVD., YARDLEY, PA 19067-5528CRD# 7006364Firm CRD# 121856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nickolaus Christopher Von Dohlen · YARDLEY, PA
Registration
CRD #7006364 · CROSSGATE WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nickolaus Christopher Von Dohlen is a registered financial advisor based in YARDLEY, Pennsylvania, affiliated with CROSSGATE WEALTH 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
Introduction

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03

Firm Overview

Firm
CROSSGATE WEALTH ADVISORS, LLC
CROSSGATE WEALTH ADVISORS, LLC
AUM
$209M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CROSSGATE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7006364
Firm CRD# 121856
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nickolaus Christopher Von Dohlen offer?
Nickolaus Christopher Von Dohlen specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Nickolaus Christopher Von Dohlen's credentials?
Nickolaus Christopher Von Dohlen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nickolaus Christopher Von Dohlen located?
Nickolaus Christopher Von Dohlen is based in YARDLEY, Pennsylvania, working with CROSSGATE WEALTH ADVISORS, LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Nickolaus Christopher Von Dohlen charge for services?
Nickolaus Christopher Von Dohlen'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 CROSSGATE WEALTH ADVISORS, LLC?
CROSSGATE WEALTH ADVISORS, LLC has approximately 3 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CROSSGATE WEALTH ADVISORS, LLC

Barbara Rea
YARDLEY, PA
John David Rea
YARDLEY, PA

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