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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2008
- Office Locations
- 1
Office Locations
About Zendamentals
Zendamentals (Eddie Patel, CFP) is a Chicago-area financial planning and investment practice serving clients of all ages, with a focus on retirement readiness. The firm provides individualized planning, investment management, and tax planning, using data aggregation, eMoney planning, and psychometric risk profiling to build retirement income projections and align portfolios to client comfort. Offers in-person Chicagoland and virtual service.
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Owner & Executives
EDDIE GHANSHYAMBHAI PATEL
Chief Compliance Officer, President
- CRD
- #4255328
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,710,806 | $150,902 |
| Non-Discretionary | $0 | -- |
| Total | $160,710,806 | $150,902 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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