Patterson & Associates
Patterson & Associates (CRD# 110735) is a financial advisory firm headquartered in Austin, TX. They manage $7,056,694,747 in 51 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7,057MILLION
-
Total Number of Accounts51ACCOUNTS
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Average Account Value$138,366,564
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Patterson & Associates
No Advisor Found.
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