Whitegate Investment Counselors, Inc.
Whitegate Investment Counselors, Inc. is an SEC-registered wealth manager in Concord, NH with $545.4M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Whitegate Investment Counselors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107732, SEC 801-40719, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $545.4M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Concord, NH
- Employees
- 3
- Clients
- 139
- CRD
- 107732
- Ownership
- ERICKSON, CARL, GEORGE; CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98; WOLFE, PAULETTE, WHEELER; MARTHA E. COTTRILL, TRUSTEE OF THE MARTHA E. COTTRILL REV. TRUST DTD 6/14/02; COTTRILL, MARTHA, ELIZABETH
How much AUM does Whitegate Investment Counselors, Inc. have?
Whitegate Investment Counselors, Inc. reported $545.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Whitegate Investment Counselors, Inc.?
Disclosed owners and executives of Whitegate Investment Counselors, Inc. include ERICKSON, CARL, GEORGE, CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98, WOLFE, PAULETTE, WHEELER, MARTHA E. COTTRILL, TRUSTEE OF THE MARTHA E. COTTRILL REV. TRUST DTD 6/14/02, COTTRILL, MARTHA, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.