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Last updated: February 18th, 2020. Data source: SEC filings.
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Wingate Wealth Advisors, federally registered in 1987, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 13 advisors. Wingate Wealth Advisors manages $843.0 million and provides investment advisory services for 624 clients (1:48 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||19|
|Percentage of Advisors Trusted||77%|
|Average Client Balance||$1,350,995|
|Total AUM||$843.0 million|
|Advisor / Client Ratio||1:48|
|SEC Filings||View SEC IAPD CRD #105012|
|State(s) Registered||CA, CT, FL, ME, MD, MA, NH, NY, NC, RI, TX, VT|