Westrate Capital Management, Inc.
Westrate Capital Management, Inc. (CRD# 135291) is a financial advisory firm headquartered in , . They manage $19,100,000 in 104 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Westrate Capital Management, Inc.
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts104ACCOUNTS
-
Average Account Value$183,654
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, TN, TX
Financial Advisors at Westrate Capital Management, Inc.
1
Aaron Westrate (CRD# 4729681) is an Investment Advisor Representative working at Westrate Capital Management, Inc. in Signal Mountain, TN and has over 20 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.