Patrick Howlett (CRD# 1305928) is an Investment Advisor Representative working at Howlett Financial & Tax Services, Inc. in San Jose, CA and has over 39 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1984 |
- CA
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$342,857
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
CA
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