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Tricia Selina Patel

CONTI TEXAS ORGANIZATION, INC.·DALLAS, Texas
Unclaimed Profile
13455 NOEL ROAD, DALLAS, TX 75240CRD# 7691885Firm CRD# 318280
01

About

Tricia Selina Patel is a registered financial advisor based in DALLAS, Texas, affiliated with CONTI TEXAS ORGANIZATION, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CONTI TEXAS ORGANIZATION, INC.
CONTI CAPITAL
AUM
$360M
Regulatory assets under management
Employees
37
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: REAL ESTATE RELATED FEES, SUCH AS ACQUISITION, DISPOSITION FEES
Regulatory
SEC/IARD CRD# 7691885
Firm CRD# 318280
No disclosures on file
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05

Frequently Asked Questions

What services does Tricia Selina Patel offer?
Tricia Selina Patel specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Tricia Selina Patel's credentials?
Tricia Selina Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tricia Selina Patel located?
Tricia Selina Patel is based in DALLAS, Texas, working with CONTI TEXAS ORGANIZATION, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Tricia Selina Patel charge for services?
Tricia Selina Patel's firm is compensated through percentage of aum, performance-based fees, other: real estate related fees, such as acquisition, disposition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONTI TEXAS ORGANIZATION, INC.?
CONTI TEXAS ORGANIZATION, INC. has approximately 37 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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