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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-1997
- Office Locations
- 1
Office Locations
About Patap Financial Services
Patap Financial Services is a Naperville-based RIA. The firm has been operating for 29 years. Managing $50.7M in total assets under management, They custody assets with Charles Schwab & Company and Prudential.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
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Unlock allContacts
RICHARD DENNIS PATAP
Agent
- CRD
- #1068376
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,706,491 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,706,491 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Patap Financial Services has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.