WHITEGATE INVESTMENT COUNSELORS, INC.

CONCORD, New Hampshire·3 registered advisors·CRD# 107732
SEC# 801-407190603-228-5471
01

Firm Overview

AUM
$674M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at WHITEGATE INVESTMENT COUNSELORS, INC.

3 registered advisors
Carl George Erickson
CONCORD, New Hampshire
Martha Elizabeth Cottrill
CONCORD, New Hampshire
Paulette Wheeler Wolfe
CONCORD, New Hampshire
05

Office Locations

CONCORD, New Hampshire
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. WHITEGATE INVESTMENT COUNSELORS, INC. (CRD# 107732) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.