Patap Financial Services

Patap Financial Services (CRD# 111965) is a financial advisory firm headquartered in , . They manage $41,473,732 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $679,897
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
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Patap Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Richard Patap, financial advisor Naperville IL
Richard D. Patap
CRD#: 1068376
Naperville, IL

Richard Patap (CRD# 1068376) is an Investment Advisor Representative working at Patap Financial Services in Naperville, IL and has over 41 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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