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Building 2TATE PRIVATE WEALTH ADVISERS

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

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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