Investment adviser · CRD 108094
WINGATE PLANNING CORP
Investment adviser filing (IA)
LEXINGTON, MA, United States · Form ADV filed Mar 26, 2012
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
0 Private fundsThe 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: Mar 26, 2012. View historical filings
Reported services
Financial planning
Compensation
Hourly · Fixed
Principal office
450 BEDFORD STREETLEXINGTON, MA, 02420-1547, United States
CRD 108094
Filing source
Form ADV 626936 · Mar 26, 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.