FATA FINANCIAL

FATA FINANCIAL of TIBURON, CA is an SEC-registered investment adviser (CRD 135765). Regulatory assets under management: $50.5M.

Registration

• CRD: 135765
• Type: Registered investment adviser
• Location: 55 MAIN ST., TIBURON, CA, 94920
• Phone: (415) 729-9359
• Latest filing: 2026-03-21
• Regulatory AUM: $50.5M
• Discretionary AUM: $50.5M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 135765 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search