Patron Partners, LLC
Patron Partners, LLC (CRD# 310629) is a financial advisory firm headquartered in Houston, TX. They manage $298,530,728 in 648 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management299MILLION
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Total Number of Accounts648ACCOUNTS
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Average Account Value$460,696
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, LA, TX
Financial Advisors at Patron Partners, LLC
1
Stephen Caton (CRD# 1199559) is an Investment Advisor Representative working at Patron Partners, LLC in Houston, TX and has over 40 years of experience in the finance industry.
2
Richard Figueroa (CRD# 2960549) is an Investment Advisor Representative working at Patron Partners, LLC in Houston, TX and has over 26 years of experience in the finance industry.
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