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FATA FINANCIAL
FATA PATRICIA
CRD 135765
55 MAIN ST., FL. 2, TIBURON, CA, 94920, United States
Phone
(415) 729-9359
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.5M
Discretionary AUM
$50.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $8.5M |
| High net worth individuals | 13 | $41.9M |
Official SEC filing: View on IAPD