The Investment Partnership Focused Audit Group

Recently, Jordan, Patke and Associates, Ltd. established the Focused Audit Group to service the investment partnership and broker/dealer industries. By focusing on utilizing technology and building efficiencies, we offer the highest quality services while maintaining some of the most competitive pricing in the industry. Our experience in the industry is both wide and deep. We provide audit services for clients ranging from small private funds to multi-million dollar public offerings. Our investment partnership clients hold everything from marketable securities to real estate and venture capital investments. We also have experience working with a variety of regulatory organizations including the NFA, SEC and FINRA.

Below is a brief listing of services that we have provided to our investment partnership clients:

• Audits & Financial Statement Preparation            
• Review of Offering Documents
• Valuation Services
• Internal Control Reviews and Consulting
• Pre- NFA and FINRA Reviews

For more information on how our firm can assist you, please contact Ronald S. Niemaszyk at 847-382-1627 or ron.niemaszyk@jordanpatke.com