Patton Wealth Advisors
Patton Wealth Advisors (CRD# 120533) is a financial advisory firm headquartered in Dallas, TX. They manage $593,611,703 in 284 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management594MILLION
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Total Number of Accounts284ACCOUNTS
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Average Account Value$2,090,182
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IN, NV, TX, WA
Financial Advisors at Patton Wealth Advisors
1
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.
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