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
Po Box 332, Belvedere, CA 94920
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fata Financial
Showing 1 - 1 of 1 top financial advisors.
1
Patricia Fata, financial advisor Tiburon CA
Patricia Fata
CRD#: 4189201
1610 Tiburon Blvd., Suite 205, Tiburon, CA 94920

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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