Patton Fund Management, Inc.

Patton Fund Management, Inc. (CRD# 120533) is a financial advisory firm headquartered in Dallas, TX. They manage $219,570,167 in 176 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $1,247,558
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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.

CA, FL, IN, MO, TX

Financial Advisors at Patton Fund Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark A. Patton
CRD#: 2492919
5950 Sherry Lane, Suite 545, Dallas, TX 75225
85
Wealthminder
score

Mark Patton (CRD# 2492919) is an Investment Advisor Representative working at Patton Fund Management, Inc. in Dallas, TX and has over 22 years of experience in the finance industry.

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