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
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts13ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NH, TX
Financial Advisors at Patterson Partners Ltd.
1
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 (CRD# 2091436) is an Investment Advisor Representative working at Patterson Partners Ltd. in Pembroke, and has 1 year of experience in the finance industry.
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