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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-11-2015
- Office Locations
- 2
Office Locations
About Eastgate Capital Advisors LLC
Eastgate Capital Advisors is a fee-based fiduciary RIA and multi-family office providing holistic wealth management for individuals/families and small business owners. Services include goals-based financial planning, discretionary asset management, asset allocation and investment manager selection, plus retirement plan solutions (e.g., 401(k)s) and family office support such as bill pay and tax planning. Notable for its ensemble team approach, no account minimums, and no wrap or performance-fee programs; custodies with Charles Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN DANIEL OMALLEY JR.
Chief Compliance Officer, Managing Director
- CRD
- #2287425
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM RUSSELL ANDERSON
Advisor
- CRD
- #1186876
William R. Anderson
Managing Director
- CRD
- --
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,929,062 | $648,375 |
| Non-Discretionary | $103,558,105 | $2,203,364 |
| Total | $271,487,167 | $887,213 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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