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ZENDAMENTALS
EDDIE PATEL, INC
CRD 148411 · SEC 801-134594
2257 W IRVING PARK RD, STE 1, CHICAGO, IL, 60618, United States
Phone
773-248-1000
Fax
630-839-4992
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.7M
Discretionary AUM
$160.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 388 | $85.8M |
| High net worth individuals | 36 | $74.9M |
States served
CA, IL, IN, TX
All web addresses on file
Official SEC filing: View on IAPD