Patuxent Financial Planning, LLC
Patuxent Financial Planning, LLC (CRD# 121805) is a financial advisory firm headquartered in , . They manage $54,606,460 in 91 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Patuxent Financial Planning, LLC
By the Numbers
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Total Assets Under Management55MILLION
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Total Number of Accounts91ACCOUNTS
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Average Account Value$600,071
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, TX
Financial Advisors at Patuxent Financial Planning, LLC
1
John Ruark (CRD# 4568395) is an Investment Advisor Representative working at Patuxent Financial Planning, LLC in Miami Shores, FL and has 1 year of experience in the finance industry.
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