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Building 2"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"

Map pinRANCHO SANTA FE, CA
Phone888-500-9267
NotebookSEC #801-110370
Total AUM
$393.4M
Employees
5
Clients
257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5531 CANCHA DE GOLF
SUITE #105
RANCHO SANTA FE
CA 92091
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
888-500-9267

ReceiptFinancials

Total AUM
$393.4M
Accounts
656
Discretionary
$386.9M
Accounts
643
Non-Discretionary
$6.4M
Accounts
13

ContactClients

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Individual Clients
114
AUM
$34.3M
HNW Individual Clients
114
AUM
$287.8M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
19
AUM
$45.8M
Other Clients
9
AUM
$25.5M
Description of Other Clients
UNASSIGNED

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINYTXUT

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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