Tate, Propp, Beggs & Sugimoto, An Accoun (Sacramento)

Name: Tate, Propp, Beggs & Sugimoto, An Accoun
Address: 1545 River Park Drive, Sacramento, CA, 95815 4614
Telephone: 916-273-7647

Tate, Propp, Beggs & Sugimoto, An Accoun is a large advisory firm based in Sacramento. It manages $53.91 million of regulatory assets for 154 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Tate, Propp, Beggs & Sugimoto, An Accoun provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tate, Propp, Beggs & Sugimoto, An Accoun: assets under management

The assets under management (AUM) of Tate, Propp, Beggs & Sugimoto, An Accoun is $53.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350.06 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tate, Propp, Beggs & Sugimoto, An Accoun for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tate, Propp, Beggs & Sugimoto, An Accoun

Robert Lee Tate has been acting as President since 1 Jun 1989. Michael Robert Tate joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Lee Tate	President	1 Jun 1989	Other	4885503
Michael John Beggs	Vice president	1 Jun 1989	Other	4885513
Thomas Edwin Propp	Chief financial officer	1 Jun 1989	Other	4885515
Ralph Takao Sugimoto	Secretary	1 Jun 1989	Other	4885519
Debbi Jeanne Christensen	Managing director	1 Dec 1998	Other	4885523
Mary Jane Caniglia	Chief compliance officer	1 Nov 2004	Other	4885528
Michael Robert Tate	Principal	1 Jan 2005	Other	2640834

Based in Sacramento

The principal office where Tate, Propp, Beggs & Sugimoto, An Accoun performs its advisory services is located at 1545 River Park Drive, Sacramento, CA 95815 4614, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 916-273-7647 or by fax 916-244-2608. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.tpbs.com.