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Whitegate Investment Counselors, Inc.

● SEC registered since 1992CRD 107732SEC# 801-40719Concord, NH
Export (members)
Reg. AUM
$545.6M
Employees
3
Accounts
497
Location
Concord, NH

Whitegate Investment Counselors, Inc. assets under management

Whitegate Investment Counselors, Inc. is an SEC-registered investment adviser based in Concord, NH. The firm has been registered since 1992. It reports $545.6 million in regulatory assets under management and employs 3 people.
www.whitegateinvest.comView on SEC.gov ↗

Whitegate Investment Counselors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Paulette Wheeler Wolfe ControlPresident, Chief Compliance Officer And Sole ShareholderOver 75%2023

Frequently asked questions

How much does Whitegate Investment Counselors, Inc. manage?

Whitegate Investment Counselors, Inc. reports $545.6 million in regulatory assets under management on its Form ADV.

How many employees does Whitegate Investment Counselors, Inc. have?

Whitegate Investment Counselors, Inc. reports 3 employees.

Where is Whitegate Investment Counselors, Inc. located?

Whitegate Investment Counselors, Inc. is based in Concord, NH and has been SEC-registered since 1992.

Does Whitegate Investment Counselors, Inc. disclose fund performance?

Whitegate Investment Counselors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address143 North Main Street, Suite 203, Concord, NH 03301
Phone603-228-5471
Fax603-228-5478
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1667102
Discloses disciplinary historyNo

Assets under management

Discretionary$535.4M
Non-discretionary$10.2M
Total (RAUM)$545.6M