Unclaimed Profile

Paul S Patel

KILDARE PARTNERS US, LLC·WESTLAKE, Texas

Clean recordKILDARE PARTNERS US, LLC

7 VILLAGE CIRCLE, WESTLAKE, TX 76262CRD# 6232925Firm CRD# 167984

Profile Verification

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

Identity

Paul S Patel · WESTLAKE, TX

Registration

CRD #6232925 · KILDARE PARTNERS US, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul S Patel is a registered financial advisor based in WESTLAKE, Texas, affiliated with KILDARE PARTNERS US, 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

KILDARE PARTNERS US, LLC

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at KILDARE PARTNERS US, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: MISC. SERVICES IN EXCHANGE FOR FEES, AS DESCRIBED IN GOV. DOCS.

Regulatory

SEC/IARD CRD# 6232925

Firm CRD# 167984

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Frequently Asked Questions

What services does Paul S Patel offer?

Paul S Patel specializes in Retirement Planning. Contact their office in WESTLAKE, Texas for a consultation.

What are Paul S Patel's credentials?

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

Where is Paul S Patel located?

Paul S Patel is based in WESTLAKE, Texas, working with KILDARE PARTNERS US, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.

How does Paul S Patel charge for services?

Paul S Patel's firm is compensated through percentage of aum, performance-based fees, other: misc. services in exchange for fees, as described in gov. docs.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KILDARE PARTNERS US, LLC?

KILDARE PARTNERS US, LLC has approximately 35 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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