Question 1

What services does Tricia Selina Patel offer?

Accepted Answer

Tricia Selina Patel specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

Question 2

What are Tricia Selina Patel's credentials?

Accepted Answer

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

Question 3

Where is Tricia Selina Patel located?

Accepted Answer

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.

Question 4

How does Tricia Selina Patel charge for services?

Accepted Answer

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.

Question 5

How large is CONTI TEXAS ORGANIZATION, INC.?

Accepted Answer

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.

Tricia Selina Patel

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