PATAP FINANCIAL SERVICES

PATAP FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 111965). Regulatory assets under management: $50.7M.

Registration

• CRD: 111965
• Type: Registered investment adviser
• Phone: 630-717-0600
• Latest filing: 2026-02-10
• Regulatory AUM: $50.7M
• Discretionary AUM: $50.7M
• Accounts: 135

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111965 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search