Patronus Advisors

Patronus Advisors (CRD# 147103) is a financial advisory firm headquartered in Dallas, TX. They manage $32,745,990 in 81 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $404,271
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

OK, TX

Financial Advisors at Patronus Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Daniel P. Harvey
CRD#: 4700984
5550 Lbj Freeway, Suite 680, Dallas, TX 75240
93
Wealthminder
score

Daniel Harvey (CRD# 4700984) is an Investment Advisor Representative working at Patronus Advisors in Dallas, TX and has over 12 years of experience in the finance industry.

2
John C. Prewit
CRD#: 3001970
5550 Lbj Freeway, Suite 680, Dallas, TX 75240
93
Wealthminder
score

John Prewit (CRD# 3001970) is an Investment Advisor Representative working at Patronus Advisors in Dallas, TX and has over 18 years of experience in the finance industry.

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