Fata Patricia

Fata Patricia (CRD# 135765) is a financial advisory firm headquartered in Tiburon, CA. They manage $13,335,412 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $141,866
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fata Patricia
Showing 1 - 1 of 1 top financial advisors.
1
Patricia Fata
CRD#: 4189201
Bodega Bay, CA
93
Wealthminder
score

Patricia Fata (CRD# 4189201) is an Investment Advisor Representative working at Fata Patricia in Bodega Bay, CA and has over 16 years of experience in the finance industry.

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