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Building 2PATTON WEALTH ADVISORS

Map pin
Phone214-234-9900
NotebookSEC #801-88211
Total AUM
$977.2M
Employees
1
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
214-234-9900

ReceiptFinancials

Total AUM
$977.2M
Accounts
273
Discretionary
$977.2M
Accounts
273
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$21.6M
HNW Individual Clients
84
AUM
$269.9M
Pooled Vehicle Clients
2
AUM
$641.3M
Pension/Profit Sharing Plan Clients
10
AUM
$43.9M
Charitable Organization Clients
1
AUM
$373.7K
Other Clients
1
AUM
$119.9K
Description of Other Clients
SCHOLARSHIP FUND

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ADMINISTRATIVE FEE EXPENSES AND REIMBURSEMENT OF EXPENSES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINLANVTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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