Patton Investment Management LLC

Patton Investment Management LLC (CRD# 173642) is a financial advisory firm headquartered in , . They manage $3,063,092 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $109,396
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Patton Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles G. Patton
CRD#: 5425575
Irvine, CA
88
Wealthminder
score

Charles Patton (CRD# 5425575) is an Investment Advisor Representative working at Patton Investment Management LLC in Irvine, CA and has over 2 years of experience in the finance industry.

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