|
Tate Wealth Management
✚
|
|
|---|---|
| CRD # | 120938 |
| SEC # | 801-63712 |
| CIK # | |
| AUM | $283.5 MM (100% Disc, 100% US) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 916-678-7674 |
| Address | 1545 River Park Drive Sacramento, CA 95815-4614 |
| Source |
IAPD
Website
|
| Total AUM ($BB) |
|---|
| 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 |
|
Equitrust Financial Group Ltd
✚
|
IL | 0.3 |
|
Capitalrock Financial LLC
✚
|
FL | 0.3 |
|
Mkraus & Company
✚
|
VT | 0.3 |
|
Mosaic Pacific Investment Advisors LLC
✚
|
HI | 0.3 |