Rj Patterson Group

Rj Patterson Group (CRD# 281752) is a financial advisory firm headquartered in San Diego, CA. They manage $82,976,025 in 406 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
402 West Broadway, Suite 2600, San Diego, CA 92101
http://rjpattersongroup.com
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $204,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Rj Patterson Group
Showing 1 - 2 of 2 top financial advisors.
1
Robert Patterson, financial advisor San Diego CA
Robert J. Patterson
CRD#: 3221228
402 West Broadway, Suite 2600, San Diego, CA 92101

Robert Patterson (CRD# 3221228) is an Investment Advisor Representative working at Rj Patterson Group in San Diego, CA and has over 24 years of experience in the finance industry.

2
Kameron Barzegar, financial advisor San Diego CA
Kameron S. Barzegar
CRD#: 7420772
402 West Broadway, Suite 2600, San Diego, CA 92101

Kameron Barzegar (CRD# 7420772) is an Investment Advisor Representative working at Rj Patterson Group in San Diego, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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