"tate Asset Management" And "dco Wealth Management"

"tate Asset Management" And "dco Wealth Management" (CRD# 160657) is a financial advisory firm headquartered in San Diego, CA. They manage $87,560,000 in 457 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    457
    ACCOUNTS
  • Average Account Value
    $191,597
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at "tate Asset Management" And "dco Wealth Management"
Showing 1 - 5 of 5 top financial advisors.
1
Timothy J. Schneider
CRD#: 3238162
402 West Broadway Road, San Diego, CA 92101
93
Wealthminder
score

Timothy Schneider (CRD# 3238162) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in San Diego, CA and has over 16 years of experience in the finance industry.

2
Christopher A. Tate
CRD#: 3241655
11622 El Camino Real, Suite 100, San Diego, CA 92130
93
Wealthminder
score

Christopher Tate (CRD# 3241655) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in San Diego, CA and has over 18 years of experience in the finance industry.

3
Karin S. Wise
CRD#: 5568486
La Jolla, CA
93
Wealthminder
score

Karin Wise (CRD# 5568486) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in La Jolla, CA and has over 6 years of experience in the finance industry.

4
Daniel C. Osgood
CRD#: 2684112
11622 El Camino Real, Suite 100, San Diego, CA 92130
86
Wealthminder
score

Daniel Osgood (CRD# 2684112) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in San Diego, CA and has over 21 years of experience in the finance industry. Daniel Osgood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Donald L. Dalesandro
CRD#: 1079213
2801 Camino Del Rio South, #319, San Diego, CA 92108
68
Wealthminder
score

Donald Dalesandro (CRD# 1079213) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in San Diego, CA and has over 33 years of experience in the finance industry.

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