P
$50.7M Total AUM
$50.7M Disc. AUM
-- 3Y CAGR
0 Employees
135 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-1997
- Office Locations
- 1
Office Locations
-- Naperville IL
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.
Team overview
76 AVG AGE
-- AVG AUM / ADVISOR
$375.6K AVG AUM / CLIENT
28.3 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
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RICHARD DENNIS PATAP
Agent
- CRD
- #1068376
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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