Also named here, with no published line of their own (reach them through the firm): Shilen Patel (PRESIDENT/DIRECTOR), DR Sheetal Patel (VP/TREASURER/DIRECTOR), DR Sonali K Judd (SECRETARY/DIRECTOR), DR Kiran Patel (DIRECTOR), DR Pallavi Patel (DIRECTOR), ANA Endres (DIRECTOR), Hitesh John Adhia (DIRECTOR).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Graph

Family Offices

Canonical id

dfx:fo:c43d2e80-7118-41c2-88d4-9eeaffc0962f

First observed

n/a

Last observed

n/a : not yet measured

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.