Unclaimed Profile

Arpitkumar A Patel

ID FUNDS ADVISOR LLC·BOCA RATON, Florida

ID FUNDS ADVISOR LLC

751 PARK OF COMMERCE DRIVE, BOCA RATON, FL 33487CRD# 5538737Firm CRD# 305035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Arpitkumar A Patel · BOCA RATON, FL

Registration

CRD #5538737 · ID FUNDS ADVISOR LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Arpitkumar A Patel is a registered financial advisor based in BOCA RATON, Florida, affiliated with ID FUNDS ADVISOR LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ID FUNDS ADVISOR LLC

AUM

$213M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ID FUNDS ADVISOR LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5538737

Firm CRD# 305035

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Arpitkumar A Patel offer?

Arpitkumar A Patel specializes in Retirement Planning. Contact their office in BOCA RATON, Florida for a consultation.

What are Arpitkumar A Patel's credentials?

Arpitkumar A Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Arpitkumar A Patel located?

Arpitkumar A Patel is based in BOCA RATON, Florida, working with ID FUNDS ADVISOR LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Arpitkumar A Patel charge for services?

Arpitkumar A Patel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ID FUNDS ADVISOR LLC?

ID FUNDS ADVISOR LLC has approximately 16 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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