Patton Wealth Advisors

Patton Wealth Advisors (CRD# 120533) is a financial advisory firm headquartered in Dallas, TX. They manage $438,000,888 in 270 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
8117 Preston Road, Suite 300, Dallas, TX 75225
https://www.facebook.com/patton-fund-management-inc-695609980639037/?modal=media_composer
By the Numbers
  • Total Assets Under Management
    438
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $1,622,226
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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, FL, IN, NV, TX, WA

Financial Advisors at Patton Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Mark Patton, financial advisor Dallas TX
Mark A. Patton
CRD#: 2492919
8117 Preston Road, Suite 300, Dallas, TX 75225

Mark Patton (CRD# 2492919) is an Investment Advisor Representative working at Patton Wealth Advisors in Dallas, TX and has over 29 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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