W
$23.9M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-27-2005
- Office Locations
- 1
Office Locations
-- Signal Mountain TN
About Westrate Capital Management, Inc.
Westrate Capital Management, Inc. is a Signal Mountain-based RIA. The firm has been operating for 21 years. Managing $23.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$23.9M AVG AUM / ADVISOR
$823.6K AVG AUM / CLIENT
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
AARON DANIEL WESTRATE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4729681
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,883,355 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,883,355 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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