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President/cco · Zendamentals

Eddie G. Patel

CRD 4255328 · Named on Form ADV at one SEC-registered adviser

At a glance

Zendamentals, an SEC-registered wealth manager based in Chicago, IL with $161 million in regulatory assets, lists Eddie G. Patel on its Form ADV as President/cco, a control person.

Firms and roles

  • ZendamentalsPresident/ccoWealth manager · Chicago, IL · $161M in regulatory assets

AtlasMembers

Eddie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eddie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.