ACAS, LLC

"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
RANCHO SANTA FE, California·2 registered advisors·CRD# 160657
SEC# 801-1103701888-500-9267
01

Firm Overview

AUM
$274M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ACAS, LLC

2 registered advisors
Christopher Alan Tate
RANCHO SANTA FE, California
Daniel Craig Osgood
SAN DIEGO, California
05

Office Locations

RANCHO SANTA FE, California
1 advisor
SAN DIEGO, California
1 advisor

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Data sourced from SEC Form ADV filings. ACAS, LLC (CRD# 160657) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.