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CROSSGATE WEALTH ADVISORS, LLC

Tel: (215) 860-2234
125 Pheasant Run
Suite 100
Newtown, Pennsylvania  18940

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CROSSGATE WEALTH ADVISORS, LLC

CROSSGATE WEALTH ADVISORS, LLC is a Newtown, Pennsylvania based financial advisory firm with nearly $236,163,322 in assets under management and provides investment advisory services for 179 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

121856

SEC#:

801-80475

No. of Clients:

179

Assets under Management

$236,163,322

No. of Advisors:

6

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