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Building 2RJ PATTERSON GROUP

Map pinSAN DIEGO, CA
Phone619-331-4133
NotebookSEC #801-136552
Total AUM
$142.4M
Employees
5
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
402 WEST BROADWAY
SUITE 2600
SAN DIEGO
CA 92101
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
619-331-4133

ReceiptFinancials

Total AUM
$142.4M
Accounts
521
Discretionary
$142.4M
Accounts
521
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
157
AUM
$47.1M
HNW Individual Clients
32
AUM
$88.8M
Pension/Profit Sharing Plan Clients
8
AUM
$6.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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