Patrick Capital Management
Patrick Capital Management (CRD# 132269) is a financial advisory firm headquartered in Geneva, IL. They manage $11,400,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Patrick Capital Management
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$228,000
Compensation Options
- A percentage of assets under your management
- Commissions
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, TX
Financial Advisors at Patrick Capital Management
1
Patrick Keedy (CRD# 716563) is an Investment Advisor Representative working at Patrick Capital Management in Geneva, IL and has over 38 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.