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Whitegate Investment Counselors Inc (New London)


Whitegate Investment Counselors Inc is a large advisory firm based in New London. It manages $737.72 million of regulatory assets for 841 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 8 other states.

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Whitegate Investment Counselors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Whitegate Investment Counselors: assets under management

The assets under management (AUM) of Whitegate Investment Counselors Inc is $737.72 million. The firm's AUM has grown by 133% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $684.93 million in discretionary accounts and $52.79 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $897.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $676.81 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Whitegate Investment Counselors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New London

The principal office where Whitegate Investment Counselors Inc performs its advisory services is located at 224 Main Street, New London, NH 03257 The mailing address of the firm is Po Box 7, New London, NH 03257. An additional office of the firm is in Concord, NH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-526-7400 or by fax 603-526-4842. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at whitegateinvestment.com.


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