National Retirement Planning Experts

National Coverage
Local Professionals

TATE PRIVATE WEALTH ADVISERS

1545 River Park Drive
Suite 375
Sacramento, California 95815-4614
Tel: 916-678-7674

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#120938
SEC#801-63712
Assets Managed by Firm$259,403,512
No. of Clients527
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total527$259,403,512
Individuals (other than high net worth individuals)144$35,756,033
High net worth individuals57$153,086,237
Pension and profit sharing plans16$19,845,594
Charitable organizations4$2,824,219
Corporations or other businesses21$47,891,429

More Retirement Planning firms in Sacramento, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$3,315,358,763,219222621384
BLACKROCK FUND ADVISORS
400 Howard Street
San Francisco, CA, 94105
$3,047,294,350,591522700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive
Newport Beach, CA, 92660
$2,615,929,249,50028113194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$1,098,805,397,188304509857
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$467,015,634,91318979408

Explore More Retirement Advisors in Sacramento, California