Tate Private Wealth Advisers

Tate Private Wealth Advisers (CRD# 120938) is a financial advisory firm headquartered in Sacramento, CA. They manage $259,403,512 in 527 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1545 River Park Drive, Suite 375, Sacramento, CA 95815
http://tategrp.com/
By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $492,227
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH

Financial Advisors at Tate Private Wealth Advisers
Showing 1 - 4 of 4 top financial advisors.
1
Thanh Nguyen, financial advisor Sacramento CA
Thanh T. Nguyen
CRD#: 7034320
1545 River Park Drive, Suite 375, Sacramento, CA 95815

Thanh Nguyen (CRD# 7034320) is an Investment Advisor Representative working at Tate Private Wealth Advisers in Sacramento, CA and has over 5 years of experience in the finance industry.

2
George Olveda, financial advisor Sacramento CA
George E. Olveda
CRD#: 6098024
1545 River Park Drive, Suite 375, Sacramento, CA 95815

George Olveda (CRD# 6098024) is an Investment Advisor Representative working at Tate Private Wealth Advisers in Sacramento, CA and has over 11 years of experience in the finance industry.

3
Michael Tate, financial advisor Sacramento CA
Michael R. Tate
CRD#: 2640834
1545 River Park Drive, Suite 375, Sacramento, CA 95815

Michael Tate (CRD# 2640834) is an Investment Advisor Representative working at Tate Private Wealth Advisers in Sacramento, CA and has over 20 years of experience in the finance industry.

4
Robert Tate, financial advisor Sacramento CA
Robert L. Tate
CRD#: 4885503
1545 River Park Drive, Suite 375, Sacramento, CA 95815

Robert Tate (CRD# 4885503) is an Investment Advisor Representative working at Tate Private Wealth Advisers in Sacramento, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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