Crossgate Wealth Advisors LLC
Legal Name: CROSSGATE WEALTH ADVISORS, LLC
Full Contact Details
Crossgate Wealth Advisors LLC
605 FLORAL VALE BLVD., YARDLEY, PA
(215) 860-2234
(215) 860-2216
Other Info
Crossgate Wealth Advisors LLC is a Pennsylvania-based Limited Liability Company that has been approved by the SEC since October 27, 2014. The firm has 4 employees, including 3 advisory personnel, although the number of clients served is unknown.
Crossgate® Wealth Advisors
215-860-2234 FinHub™ Menu HomeFinHub™About UsServices How to choose an Investment Advisor?Why Should I Hire Crossgate® Wealth Advisors?How Would Our Partnership Work?How Would We Customize Your Portfolio?Services Available to Investment Advisory ClientsForm CRS/ADV Form CRSForm ADVImportant D…
Direct Owners
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BARBARA REA
MEMBER, MINORITY OWNER, SECRETARY AND TREASURER owns more than 25% but less than 50%
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JOHN DAVID REA
MANAGING MEMBER, MAJORITY OWNER, PRESIDENT AND CHIEF COMPLIANCE OFFICER owns 75% or more