Patrick W. Svrcek Financial Services

Patrick W. Svrcek Financial Services (CRD# 118751) is a financial advisory firm headquartered in Houston, TX. They manage $5,601,322 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16360 Park Ten Place, Suite 100, Houston, TX 77084
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $215,435
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Patrick W. Svrcek Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Svrcek, financial advisor Houston TX
Patrick W. Svrcek
CRD#: 4582507
16360 Park Ten Place, Suite 100, Houston, TX 77084

Patrick Svrcek (CRD# 4582507) is an Investment Advisor Representative working at Patrick W. Svrcek Financial Services in Houston, TX and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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