Eddie Patel, Inc.

Eddie Patel, Inc. (CRD# 148411) is a financial advisory firm headquartered in Chicago, IL. They manage $93,137,180 in 838 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    838
    ACCOUNTS
  • Average Account Value
    $111,142
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, VA

Financial Advisors at Eddie Patel, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Eddie G. Patel
CRD#: 4255328
2125 W. Irving Park Rd, Suite 1 Ofc, Chicago, IL 60618
Eddie Patel (CRD# 4255328) is an Investment Advisor Representative working at Eddie Patel, Inc. in Chicago, IL and has over 18 years of experience in the finance industry.
2
James P. Brewer
CRD#: 2667567
2257 W Irving Park Rd, Ste 1, Chicago, IL 60618

James Brewer (CRD# 2667567) is an Investment Advisor Representative working at Eddie Patel, Inc. in Chicago, IL and has over 21 years of experience in the finance industry.

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