Tate Asset Management Revenue

Investment Management • Rancho Santa Fe, California, United States • 1-10 Employees

Tate Asset Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Tate Asset Management

Chris Tate

President

Company overview

Headquarters	5531 Cancha De Golf, Suite 105, Rancho Santa Fe, CA 92091, US
Phone number	+18584616151
Websites	tam-ria.com tateassetmanagement.com
NAICS	5231
SIC	736
Keywords	Discretionary Investment Management, Wealth Management Services, Tax Strategy, Managed Etf Portfolios, Non-Discretionary Investment Advice
Founded	2000
Employees	1-10
Socials

Tate Asset Management Email Formats

Tate Asset Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@tam-ria.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@tam-ria.com	100%

About Tate Asset Management

Tate Asset Management provides comprehensive wealth management services, including discretionary and non-discretionary portfolio management, tax strategy, succession planning, 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Tate Asset Management has never raised funding before.

Frequently asked questions

Tate Asset Management is located in Rancho Santa Fe, California, US.

You can reach Tate Asset Management at +18584616151.

Tate Asset Management generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Tate Asset Management has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Tate Asset Management was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Tate Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Tate Asset Management

Chris Tate

President

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