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Financial Advisor
Pennsylvania
Newtown
CROSSGATE WEALTH ADVISORS, LLC

CROSSGATE WEALTH ADVISORS, LLC

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

About 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
Firm CRD#:

121856

Firm SEC#:

801-80475

Assets Under Management:

$236,163,322

No. of Clients:

179

Advisory Services Provided:

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

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