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TATE PRIVATE WEALTH ADVISERS

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

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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 $233,271,332 assets under management, offering retirement planning & investment advisory services to 418 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#120938
SEC#801-63712
Assets Managed by Firm$233,271,332
No. of Clients418
No. of Advisors5

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total418$233,271,332
Individuals (other than high net worth individuals)88$33,098,736
High net worth individuals51$125,844,340
Pension and profit sharing plans9$23,551,529
Charitable organizations3$3,796,188

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