Whitegate Investment Counselors, Inc.
● SEC registered since 1992CRD 107732SEC# 801-40719Concord, NH
Reg. AUM
$545.4M
Employees
3
Accounts
477
Location
Concord, NH
Whitegate Investment Counselors, Inc. assets under management
Whitegate Investment Counselors, Inc. is an SEC-registered investment adviser based in Concord, NH. The firm has been registered since 1992. It reports $545.4 million in regulatory assets under management and employs 3 people.
Whitegate Investment Counselors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paulette Wheeler Wolfe Control | President, Chief Compliance Officer And Sole Shareholder | Over 75% | 2023 |
Frequently asked questions
How much does Whitegate Investment Counselors, Inc. manage?
Whitegate Investment Counselors, Inc. reports $545.4 million in regulatory assets under management on its Form ADV.
How many employees does Whitegate Investment Counselors, Inc. have?
Whitegate Investment Counselors, Inc. reports 3 employees.
Where is Whitegate Investment Counselors, Inc. located?
Whitegate Investment Counselors, Inc. is based in Concord, NH and has been SEC-registered since 1992.
Does Whitegate Investment Counselors, Inc. disclose fund performance?
Whitegate Investment Counselors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 143 North Main Street, Suite 203, Concord, NH 03301 |
| Phone | 603-228-5471 |
| Fax | 603-228-5478 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1667102 |
| Discloses disciplinary history | No |
Regulatory AUM
$545.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$545.4Mregulatory AUM
Discretionary $535.4MNon-discretionary $10M