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PATAP FINANCIAL SERVICES

PATAP FINANCIAL SERVICES, INC.

CRD 111965

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$50.7M

Discretionary AUM

$50.7M

Team

0 total employees; 0 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-10

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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  • Better Business Bureau →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals112$30.4M
High net worth individuals23$20.3M

Official SEC filing: View on IAPD