James Pattie, financial advisor Lake Forest IL

James Pattie

CRD Number: 2509399
Current Firm: Horizon Capital Management, LLC

James Pattie (CRD# 2509399) is an Investment Advisor Representative working at Horizon Capital Management, LLC in Lake Forest, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Horizon Capital Management, LLC Lake Forest, IL Aug 2004 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for James D. Pattie
Phone Number: 847-738-0801
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $608,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

IL

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