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
11700 Katy Freeway, Suite 100, Houston, TX 77079
https://patronpartnersadvisors.com
By the Numbers
  • Total Assets Under Management
    299
    MILLION
  • Total Number of Accounts
    648
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, LA, TX

Financial Advisors at Patron Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen Caton, financial advisor Houston TX
Stephen F. Caton
CRD#: 1199559
11700 Katy Freeway, Suite 100, Houston, TX 77079

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, financial advisor Houston TX
Richard S. Figueroa
CRD#: 2960549
11700 Katy Freeway, Suite 100, Houston, TX 77079

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals