1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TATE PRIVATE WEALTH ADVISERS

Map pinSACRAMENTO, CA
Phone(916) 929-1006
NotebookSEC #801-63712
Total AUM
$293.4M
Employees
4
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1545 RIVER PARK DRIVE
SUITE 375
SACRAMENTO
CA 95815-4614
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
(916) 929-1006

ReceiptFinancials

Total AUM
$293.4M
Accounts
396
Discretionary
$293.4M
Accounts
396
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
56
AUM
$20.4M
HNW Individual Clients
72
AUM
$195.3M
Pension/Profit Sharing Plan Clients
5
AUM
$21.5M
Charitable Organization Clients
2
AUM
$7.6M
Corporation or Business Clients
10
AUM
$48.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account