1545 River Park Drive
Suite 375
Sacramento, California 95815-4614
Tel: 916-678-7674
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 $233,271,332 assets under management, offering retirement planning & investment advisory services to 418 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 120938 |
SEC# | 801-63712 |
Assets Managed by Firm | $233,271,332 |
No. of Clients | 418 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 418 | $233,271,332 |
Individuals (other than high net worth individuals) | 88 | $33,098,736 |
High net worth individuals | 51 | $125,844,340 |
Pension and profit sharing plans | 9 | $23,551,529 |
Charitable organizations | 3 | $3,796,188 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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