Bailee
Tate
North Capital
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About this Advisor
Bailee Tate is a financial advisor based in Midvale, Utah, working with North Capital. Bailee has previously held positions at North Capital Private Securities Corporation, Brigham Young University Idaho, Research And Business Development Center, The Church Of Jesus Christ Of Latter-Day Saints, Petco Inc, Stanwood Highschool, and Iga Inc. Bailee has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Bailee is part of North Capital, which operates out of Midvale, Utah. The firm has 1 office and 8 employees. The firm manages assets totaling $251.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at North Capital includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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North Capital Brokerage Details
$251,713,685
8
576
$437,003
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Bailee Tate Work History
North Capital Private Securities Corporation
Brigham Young University Idaho
Research And Business Development Center
Brigham Young University Idaho
The Church Of Jesus Christ Of Latter-Day Saints
Petco Inc
Brigham Young University Idaho
Stanwood Highschool
Iga Inc
Stanwood Highschool
Disclosures
Please visit the SEC profile of Bailee Tate to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at North Capital
West Orange, NJ
Midvale, UT
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Saint Simons Island, GA
Midvale, UT
Midvale, UT
Barrington, RI
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