J
CRD: 168213
Jason Tate Financial Consulting, LLC
Murfreesboro, TN
6157201989
$26.8M Total AUM
$26.8M Disc. AUM
-- 3Y CAGR
1 Employees
125 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2013
- Office Locations
- 1
Office Locations
-- Murfreesboro TN
About Jason Tate Financial Consulting, LLC
Jason Tate Financial Consulting, LLC is a Murfreesboro-based RIA. The firm has been operating for 12 years. Managing $26.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
48 AVG AGE
$26.8M AVG AUM / ADVISOR
$214.4K AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Delta
Client Personas
Glacier
Investment Themes
Quantum fusion
Investment Vehicles
Element
Services
Wave Prime Optima eagle Insight Summit
Owner & Executives
JASON ROBERTS TATE
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #2959895
- Ownership
- 75% or more
(829) 490-7351
catalyst.frontier@radialcapital.com
in linkedin.com/in/foundation-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,800,000
Equity - Exchange:
58.1% Cash:
41.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,694,373,982 | 58.1% |
| Cash | $1,221,932,355 | 41.9% |
| Total | $2,916,306,337 | 100.0% |