Whitegate Investment Counselors
Financial Services • 
Concord, New Hampshire, United States • 1-10 Employees
Company overview
| Headquarters | 143 N Main St, Suite 203, Concord, New Hampshire 03301, US |
| Phone number | +16032285478 |
| Website | |
| NAICS | 52 |
| Founded | 1992 |
| Employees | 1-10 |
| Socials |
Key Contact at Whitegate Investment Counselors
Sarah Burdette
Director Of Client Service
Whitegate Investment Counselors Email Formats
Whitegate Investment Counselors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@whitegateinvest.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@whitegateinvest.com | 50% |
{first name}{last name} | johndoe@whitegateinvest.com | 50% |
About Whitegate Investment Counselors
Whitegate Investment Counselors, Inc. is a fee-only registered investment advisory firm that provides wealth and portfolio management services to over 140 households and institutions, managing approximately $700 million in client assets. As an independent registered investment advisor, we owe our clients a fiduciary duty and put our clients’ interests first and above our own.
Whitegate Investment Counselors revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Whitegate Investment Counselors has never raised funding before.
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