DIRECTORY OF REGISTERED ADVISORS
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PATTON WEALTH ADVISORS
Tel: 214-234-9900
8117 Preston Road Suite 300
Dallas, Texas 75225
PATTON WEALTH ADVISORS
PATTON WEALTH ADVISORS is a Dallas, Texas based financial advisory firm with nearly $593,611,703 in assets under management and provides investment advisory services for 284 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based, Other (ADMINISTRATIVE FEE EXPENSES AND REIMBURSEMENT OF EXPENSE
Firm CRD#:
120533
SEC#:
801-88211
No. of Clients:
284
Assets under Management
$593,611,703
No. of Advisors:
2
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