Patton Hall, LLC
RIAState Registered
Total AUM
$8.8M
Discretionary
$8.8M
100% of AUM
Avg account
$293K
Accounts
30
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 167346
- Website
- www.pattonhall.us.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals56.54%
- HNWI43.46%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Patton Hall, LLC is an independent registered advisory firm organized as a limited liability company and owned by an individual. The firm’s advisory focus is portfolio management for individuals and small businesses, with a client base concentrated on individual and family relationships. Compensation is based on a percentage of assets under management. Patton Hall does not identify as an active ESG investor, does not operate as a capital allocator, and is not structured as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds67%
- Exchange Traded Equities22%
- Investment Grade Corp Bonds7%
- Non-Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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