Tate Asset Management provides comprehensive investment management services, including discretionary and non-discretionary portfolio management, and hourly financial planning and consulting services. Tate Asset Management is a dba (doing business as) name of ACAS, LLC, a Registered Investment Advisor. Investment advisory services are offered through ACAS.
View Top Employees from Tate Asset Management| Website | http://www.tam-ria.com |
| Revenue | $2.8 million |
| Employees | 2 (2 on RocketReach) |
| Founded | 2000 |
| Address | 5531 Cancha De Golf Suite 206, Rancho Santa Fe, California 92091, US |
| Phone | (888) 500-9267 |
| Technologies |
JavaScript,
HTML,
Twitter
+23 more
(view full list)
|
| Industry | Investment Management, Business Services General, Business Services |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies |
Looking for a particular Tate Asset Management employee's phone or email?
Tate Asset Management Questions
The Tate Asset Management annual revenue was $2.8 million in 2024.
Chris Tate is the President of Tate Asset Management.
2 people are employed at Tate Asset Management.
Tate Asset Management is based in Rancho Santa Fe, California.
The NAICS codes for Tate Asset Management are [561110, 56111, 561, 5611, 56].
The SIC codes for Tate Asset Management are [874, 87].
Top Tate Asset Management Employees
-
35+
-
View
Sydney Johnson
Investment Advisor Representative at Tate Asset Management
California, United States1
Related Companies
