Patron Partners, LLC
Patron Partners, LLC (CRD# 310629) is a financial advisory firm headquartered in Houston, TX. They manage $298,530,728 in 648 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management299MILLION
-
Total Number of Accounts648ACCOUNTS
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Average Account Value$460,696
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, LA, TX
Financial Advisors at Patron Partners, LLC
1
Stephen Caton (CRD# 1199559) is an Investment Advisor Representative working at Patron Partners, LLC in Houston, TX and has over 40 years of experience in the finance industry.
2
Richard Figueroa (CRD# 2960549) is an Investment Advisor Representative working at Patron Partners, LLC in Houston, TX and has over 26 years of experience in the finance industry.
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