"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 $120,150,000 in 486 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $247,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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 - 7 of 7 top financial advisors.
1
Timothy J. Schneider
CRD#: 3238162
11622 El Camino Real, Suite 100, San Diego, CA 92130
96
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. Timothy Schneider 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.

2
Christopher A. Tate
CRD#: 3241655
11622 El Camino Real, Suite 100, San Diego, CA 92130
96
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. Christopher Tate 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.

3
Lawrence E. Palme
CRD#: 2976241
11622 El Camino Real, Suite 100, San Diego, CA 92130
93
Wealthminder
score

Lawrence Palme (CRD# 2976241) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in San Diego, CA and has over 20 years of experience in the finance industry.

4
Sydney R. Johnson
CRD#: 6357119
11622 El Camino Real, Suite 100, San Diego, CA 92130
89
Wealthminder
score

Sydney Johnson (CRD# 6357119) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in San Diego, CA and has over 2 years of experience in the finance industry.

5
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 22 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.

6
Katherine A. Kline
CRD#: 2061427
San Marcos, CA
84
Wealthminder
score

Katherine Kline (CRD# 2061427) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in San Marcos, CA and has over 24 years of experience in the finance industry.

7
Donald L. Dalesandro
CRD#: 1079213
2801 Camino Del Rio South, #315-4, San Diego, CA 92108
56
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 34 years of experience in the finance industry.

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