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Home > Retirement Planners > california > rancho santa fe > "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
5531 Cancha De Golf
Suite 105
Rancho Santa Fe, California 92091
Tel: 888-500-9267
About "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT", formally registered with the SEC as "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT". The firm was established in 04/24/2017. They have over 2 offices throughout the country.
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" is a Rancho Santa Fe, California based Financial Planning firm with nearly $274,130,458 assets under management, offering retirement planning & investment advisory services to 652 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160657 |
| SEC# | 801-110370 |
| Assets Managed by Firm | $274,130,458 |
| No. of Clients | 652 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 652 | $274,130,458 |
| Individuals (other than high net worth individuals) | 150 | $61,145,852 |
| High net worth individuals | 88 | $182,529,869 |
| Pension and profit sharing plans | 3 | $30,454,737 |
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