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"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
SAN DIEGO, CA
888-500-9267
SEC #801-76766Total AUM
$43.2M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11622 EL CAMINO REAL
SUITE 100
SAN DIEGO
CA 92130
United States
SUITE 100
SAN DIEGO
CA 92130
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Monday - Friday
Phone
888-500-9267
Financials
Total AUM
$43.2M
Accounts
76Discretionary
$38.4M
Accounts
70Non-Discretionary
$4.8M
Accounts
6
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.