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


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.

Logo

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. Hourly charges are usually charged for consulting work and special projects. 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.