Tate Wealth Management

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Assets, Funds, Holdings

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Tate Wealth Management
CRD #120938
SEC #801-63712
CIK #
AUM $283.5 MM (100% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Phone916-678-7674
Address1545 River Park Drive
Sacramento, CA 95815-4614
Source IAPDexternal Websiteexternal
Total AUM ($BB)
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