Rj Patterson Capital Investment Group, Inc.

Rj Patterson Capital Investment Group, Inc. (CRD# 281752) is a financial advisory firm headquartered in San Diego, CA. They manage $42,530,540 in 157 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $270,895
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, TX

Financial Advisors at Rj Patterson Capital Investment Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert J. Patterson
CRD#: 3221228
402 West Broadway, Suite 2500, San Diego, CA 92101
93
Wealthminder
score

Robert Patterson (CRD# 3221228) is an Investment Advisor Representative working at Rj Patterson Capital Investment Group, Inc. in San Diego, CA and has over 18 years of experience in the finance industry.

2
Ly N. Bernal
CRD#: 5229874
402 West Broadway, Suite 2500, San Diego, CA 92101
81
Wealthminder
score

Ly Bernal (CRD# 5229874) is an Investment Advisor Representative working at Rj Patterson Capital Investment Group, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.

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