RIA Intel›Advisers›Florida›PATAP FINANCIAL SERVICES, INC.

PATAP FINANCIAL SERVICES, INC.

Advisory

FL

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in FL

#1,612

of 2,610 advisers by AUM

Average account

$376K

across 135 accounts

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients135

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

135 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

O'CONNOR PORTFOLIO MANAGEMENT LLC

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DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

$51M

ARTHUR J. STITES, P.A.

JACKSONVILLE, FL

$51M

ARBOGAST FINANCIAL ADVISORS, LLC

$51M

FERNANDEZ WEALTH MANAGEMENT, LLC

$51M

GOLDEN EAGLE STRATEGIES, LLC

DELRAY BEACH, FL

$51M

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