TATE Wealth Management
Legal Name: TATE WEALTH MANAGEMENT
1545 RIVER PARK DRIVE, SUITE 375, SACRAMENTO, CA
916-678-7674
http://www.tateadvisers.com
Frequently Asked Questions (FAQ)
Full Contact Details
TATE Wealth Management
1545 RIVER PARK DRIVE, SUITE 375, SACRAMENTO, CA
916-678-7674
916-929-0879
Other Info
TATE Wealth Management, a CA Corporation, is an approved SEC registered investment advisory firm as of January 3, 2005. Employing a small team of three advisors, the number of clients served by the firm remains unknown at this time.
Direct Owners
-
MICHAEL ROBERT TATE
PRESIDENT/CHIEF COMPLIANCE OFFICER owns 75% or more
-
ROBERT LEE TATE
VICE PRESIDENT owns more than 25% but less than 50%
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