TATE WEALTH MANAGEMENT of SACRAMENTO, CA is an SEC-registered investment adviser (CRD 120938). Regulatory assets under management: $293.4M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Robert Tate | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| TATE ROBERT LEE | PRESIDENT; VICE PRESIDENT | — |
| BEGGS MICHAEL JOHN | VICE PRESIDENT; VP | — |
| PROPP THOMAS EDWIN | CFO; CHIEF FINANCIAL OFFICER | — |
| SUGIMOTO RALPH TAKAO | SECRETARY | — |
| CHRISTENSEN DEBBI JEANNE | MANAGING DIRECTOR; SHAREHOLDER | — |
| CANIGLIA MARY JANE | CCO; CHIEF COMPLIANCE OFFICER | — |
| TATE MICHAEL ROBERT | PRESIDENT/CHIEF COMPLIANCE OFFICER; PRINCIPAL; SHAREHOLDER | — |