Bridget
Patel
Values Added Financial
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About this Advisor
Bridget Patel is a financial advisor based in Washington, District of Columbia, working with Values Added Financial. Bridget has previously held positions at Values Added Financial and The Federal Reserve Board Of Governors. Bridget has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia, Massachusetts, New York, and Texas. Currently, Bridget is part of Values Added Financial, which operates out of Washington, District of Columbia. The firm has 5 employees and manages assets totaling $172.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Values Added Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Values Added Financial Brokerage Details
$172,649,583
5
310
$556,934
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Bridget Patel Work History
Values Added Financial
The Federal Reserve Board Of Governors
Disclosures
Please visit the SEC profile of Bridget Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Values Added Financial
Washington, DC
Washington, DC
Washington, DC
Washington, DC
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