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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 2 is a narrative brochure and supplemental material detailing firm operations, services, and fees.

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