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TATE PRIVATE WEALTH ADVISERS

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

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TATE PRIVATE WEALTH ADVISERS

TATE PRIVATE WEALTH ADVISERS is a Sacramento, California based financial advisory firm with nearly $259,403,512 in assets under management and provides investment advisory services for 527 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

120938

SEC#:

801-63712

No. of Clients:

527

Assets under Management

$259,403,512

No. of Advisors:

4

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