Crossgate Wealth Advisors, Llc
Crossgate Wealth Advisors, LLC is a registered investment advisor regulated by the SEC. We provide investment advisory and comprehensive financial planning advice on a fee-only basis. Current assets under management is approximately $235 million for 185 clients. Our philosophy is to approach financial planning holistically, helping our clients make better decisions, reduce stress and ultimately meet their goals.
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6
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LinkedIn employees
5
1 to 10 range
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Distinct roles
4
indexed titles
Tech stack
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organic / mo
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Top roles at Crossgate Wealth Advisors, Llc
4 distinct titles indexed · top 4 shown.
- 2wealth advisor
- 1paraplanner
- 1president
- 1wealth advisor & partner
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