Crossgate Wealth Advisors

Investment Management • 605 Floral Vale Boulevard, Yardley, United States • 1-10 Employees

Company overview

Headquarters	605 Floral Vale Boulevard, Yardley, pennsylvania 19067, US
Phone number	+12158602234
Website	crossadvisors.com
NAICS	5231
SIC	628
Keywords	Tax Planning, Wealth Management, Education Planning, Retirement Planning, Estate Planning
Founded	2001
Employees	1-10
Socials

Key Contact at Crossgate Wealth Advisors

John Rea

President

About Crossgate Wealth Advisors

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.

Crossgate Wealth Advisors revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Crossgate Wealth Advisors has never raised funding before.

Crossgate Wealth Advisors Tech Stack

Discover the technologies and tools that power Crossgate Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Google Hosted Libraries

CDN

Amazon S3

CDN

Frequently asked questions

Crossgate Wealth Advisors is located in 605 Floral Vale Boulevard, Yardley, US.

You can reach Crossgate Wealth Advisors at +12158602234.

Crossgate Wealth Advisors was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Crossgate Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Crossgate Wealth Advisors

John Rea

President

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