Tate Wealth Management

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Tate Wealth Management
CRD #120938
SEC #801-63712
CIK #
AUM $283.5 MM (100% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Phone916-678-7674
Address1545 River Park Drive
Sacramento, CA 95815-4614
Source [IAPD] [Website]
Total AUM ($MM)
3102481861246202003200820142020
Comparable Firms State AUM ($BB)
Systematic Alpha Investments LLC
NJ 0.3
Essex LLC
IL 0.3
Authent Advisors Inc
CA 0.3
AZ Apice Capital Management LLC
FL 0.3
Carolina Capital Consulting Inc
NC 0.3
Marlcroft Asset Management LLC
NY 0.3
Fee-Only Financial Planning LC
VA 0.3
Equitrust Financial Group Ltd
IL 0.3
Capitalrock Financial LLC
FL 0.3
Mkraus & Company
VT 0.3
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com