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WHITEGATE INVESTMENT COUNSELORS, INC.

CONCORD, NH · CRD 107732 · IAPD ↗ · whitegateinvest.com · 603-228-5471

$545.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — WHITEGATE INVESTMENT COUNSELORS, INC. notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — WHITEGATE INVESTMENT COUNSELORS, INC. now reports custody of client assets ($116.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
July 2024 — WHITEGATE INVESTMENT COUNSELORS, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.