Curtis, Joseph Patch

Curtis, Joseph Patch (CRD# 142792) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $10,135,844 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 2119, Walnut Creek, CA 94595
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $198,742
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Curtis, Joseph Patch
No Advisor Found.

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