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TATE PRIVATE WEALTH ADVISERS
1545 River Park Drive
Suite 375
Sacramento, California 95815-4614
Tel: 916-678-7674
About TATE PRIVATE WEALTH ADVISERS
TATE PRIVATE WEALTH ADVISERS, formally registered with the SEC as TATE PRIVATE WEALTH ADVISERS. The firm was established in 01/03/2005. They have over 1 offices throughout the country.
TATE PRIVATE WEALTH ADVISERS is a Sacramento, California based Financial Planning firm with nearly $259,403,512 assets under management, offering retirement planning & investment advisory services to 527 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120938 |
| SEC# | 801-63712 |
| Assets Managed by Firm | $259,403,512 |
| No. of Clients | 527 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 527 | $259,403,512 |
| Individuals (other than high net worth individuals) | 144 | $35,756,033 |
| High net worth individuals | 57 | $153,086,237 |
| Pension and profit sharing plans | 16 | $19,845,594 |
| Charitable organizations | 4 | $2,824,219 |
| Corporations or other businesses | 21 | $47,891,429 |
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