Kailan A Patel
Investment adviser representative at The Mather Group, LLC
11 yearsExperience
1 stateRegistered in
$13.4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- The Mather Group, LLCFeb 2025 to now
- World Financial GroupDec 2024 to Dec 2024
- Newline FinancialOct 2024 to Nov 2024
- N/aSep 2023 to Sep 2024
- The Mather GroupMay 2023 to Aug 2023
- N/aSep 2022 to May 2023
- So'bella CucinaJun 2022 to Aug 2022
- N/aJan 2015 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
The Mather Group, LLC
$13.4BAssets managed
4,773Clients
109Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8208931
- Firm CRD
- 156005