Patterson Partners Ltd.

Patterson Partners Ltd. (CRD# 305859) is a financial advisory firm headquartered in Pembroke, . They manage $25,632,154 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3 Mill Creek Road, Suite 2, Pembroke, HM 05
http://pattersonpartnersltd.com/
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $1,971,704
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH, TX

Financial Advisors at Patterson Partners Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Patterson, financial advisor Pembroke
Jeffrey H. Patterson
CRD#: 7186056
3 Mill Creek Road, Suite 2, Pembroke, HM 05

Jeffrey Patterson (CRD# 7186056) is an Investment Advisor Representative working at Patterson Partners Ltd. in Pembroke, and has 1 year of experience in the finance industry.

2
Jennifer Patterson, financial advisor Pembroke
Jennifer A. Patterson
CRD#: 2091436
3 Mill Creek Road, Suite 2, Pembroke, HM 05

Jennifer Patterson (CRD# 2091436) is an Investment Advisor Representative working at Patterson Partners Ltd. in Pembroke, and has 1 year 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.

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