Patrick Gleeson Investment Management

Patrick Gleeson Investment Management (CRD# 173283) is a financial advisory firm headquartered in , . They manage $1,200,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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 Patrick Gleeson Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Patrick G. Gleeson
CRD#: 6415759
Los Angeles, CA
68
Wealthminder
score

Patrick Gleeson (CRD# 6415759) is an Investment Advisor Representative working at Patrick Gleeson Investment Management in Los Angeles, CA and has over 2 years of experience in the finance industry.

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