Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    7,057
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • 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
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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