CROSSGATE WEALTH ADVISORS, LLC

YARDLEY, Pennsylvania·3 registered advisors·CRD# 121856
SEC# 801-804750(215) 860-2234
01

Firm Overview

AUM
$209M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CROSSGATE WEALTH ADVISORS, LLC

3 registered advisors
Barbara Rea
YARDLEY, Pennsylvania
John David Rea
YARDLEY, Pennsylvania
Nickolaus Christopher Von Dohlen
YARDLEY, Pennsylvania
05

Office Locations

YARDLEY, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. CROSSGATE WEALTH ADVISORS, LLC (CRD# 121856) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.