Patterson Investments, Inc.
Patterson Investments, Inc. (CRD# 152218) is a financial advisory firm headquartered in Davie, FL. They manage $72,488,469 in 302 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management72MILLION
-
Total Number of Accounts302ACCOUNTS
-
Average Account Value$240,028
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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
- Pension consulting services
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Patterson Investments, Inc.
1
Jack Patterson (CRD# 2420893) is an Investment Advisor Representative working at Patterson Investments, Inc. in Coral Gables, FL and has over 26 years of experience in the finance industry.
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