The Patterson Capital Corporation

The Patterson Capital Corporation (CRD# 105507) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,123,262,098 in 17 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
11100 Santa Monica Blvd, Suite 1950, Los Angeles, CA 90025
http://www.pattersoncapital.com
By the Numbers
  • Total Assets Under Management
    1,123
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $66,074,241
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 The Patterson Capital Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Jean Clark, financial advisor Los Angeles CA
Jean M. Clark
CRD#: 1777982
2029 Century Park East, Suite 2950, Los Angeles, CA 90067
93
Wealthminder
score

Jean Clark (CRD# 1777982) is an Investment Advisor Representative working at The Patterson Capital Corporation in Los Angeles, CA and has over 26 years of experience in the finance industry.

2
Joseph Patterson, financial advisor Los Angeles CA
Joseph B. Patterson
CRD#: 357935
2029 Century Park East, Suite 2950, Los Angeles, CA 90067
93
Wealthminder
score

Joseph Patterson (CRD# 357935) is an Investment Advisor Representative working at The Patterson Capital Corporation in Los Angeles, CA and has over 30 years of experience in the finance industry.

3
Gregory Welch, financial advisor Los Angeles CA
Gregory W. Welch
CRD#: 2091859
2029 Century Park East, Suite 2950, Los Angeles, CA 90067
93
Wealthminder
score

Gregory Welch (CRD# 2091859) is an Investment Advisor Representative working at The Patterson Capital Corporation in Los Angeles, CA and has over 20 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals