Pattern Capital Management Inc.

Pattern Capital Management Inc. (CRD# 283255) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NY, RI

Financial Advisors at Pattern Capital Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark B. Treinkman
CRD#: 5142153
Weehawken, NJ
90
Wealthminder
score

Mark Treinkman (CRD# 5142153) is an Investment Advisor Representative working at Pattern Capital Management Inc. in Weehawken, NJ and has over 8 years of experience in the finance industry.

2
Carl Vonderheid
CRD#: 6629626
Bristol, RI
90
Wealthminder
score

Carl Vonderheid (CRD# 6629626) is an Investment Advisor Representative working at Pattern Capital Management Inc. in Bristol, RI and has 1 year of experience in the finance industry.

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