Fata Financial
Fata Financial (CRD# 135765) is a financial advisory firm headquartered in Belvedere, CA. They manage $22,808,051 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fata Financial
By the Numbers
-
Total Assets Under Management23MILLION
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Total Number of Accounts36ACCOUNTS
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Average Account Value$633,557
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Fata Financial
1
Patricia Fata (CRD# 4189201) is an Investment Advisor Representative working at Fata Financial in Tiburon, CA and has over 23 years of experience in the finance industry.
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