Investment adviser · CRD 112157

MARGATE ADVISORY GROUP, INC.

Investment adviser filing (IA)

· Form ADV filed Aug 23, 2012

Regulatory AUM
$59.4M
Form ADV · Item 5.F
Client accounts
25
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 23, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 112157

Filing source

Form ADV 665985 · Aug 23, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.