Patrick T. Conlin

Patrick T. Conlin (CRD# 170000) is a financial advisory firm headquartered in , . They manage $1,400,000 in 4 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
    4
    ACCOUNTS
  • Average Account Value
    $350,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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 T. Conlin
Showing 1 - 1 of 1 top financial advisors.
1
Patrick T. Conlin
CRD#: 6281247
Berkeley, CA
89
Wealthminder
score

Patrick Conlin (CRD# 6281247) is an Investment Advisor Representative working at Patrick T. Conlin in Berkeley, CA and has over 2 years of experience in the finance industry.

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