TATE PRIVATE WEALTH ADVISERS

RIASEC RegisteredEst. 2005

Total AUM

$293M

Discretionary

$293M

100% of AUM

Avg account

$741K

Accounts

396

Employees

Advisory reps

Firm details

Headquarters: SACRAMENTO, California
CRD number: 120938
Registered since: January 3, 2005
Website: www.tategrp.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI66.57%
Corporations / Businesses16.55%
Pension & Profit Sharing Plans7.35%
Individuals6.95%
Charitable Organizations2.58%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tate Private Wealth Advisers is a privately owned advisory corporation that has been SEC-registered since 2005. The firm serves both individual and family clients as well as institutional accounts, operating as a fee-based adviser that charges a mix of asset-based fees and fixed fees. Its advisory work centers on discretionary portfolio management for individuals and small businesses and on selecting outside managers where appropriate. The firm identifies as a capital allocator and is not positioned as an ESG-focused manager. An accounting firm relationship is noted among its industry affiliations.