Overview
Assets Under Management: $259 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 527
Discretionary Accounts: 527
Regulatory Filings
CRD Number: 120938
Last Filing Date: 2024-03-27 00:00:00
Website: https://tateadvisers.com