Patron Partners, LLC

RIASEC RegisteredEst. 2020

Total AUM

$326M

Discretionary

$326M

100% of AUM

Avg account

$524K

Accounts

621

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 310629
Registered since: September 21, 2020
Website: www.patronpartnersadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.78%
Individuals11.32%
Corporations / Businesses5.83%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Patron Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm operates as a capital allocator serving both individual and family clients as well as institutional relationships. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, pension-related consulting and the selection of other advisers; the firm also conducts educational seminars and acts as an insurance broker. Fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. Patron Partners is not an ESG-focused investor and is not identified as a multi-state adviser in the snapshot data.