Patton Hall, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167346
- Website
- www.pattonhall.us.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI97%
- Individuals3%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Patton Hall, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a client base that includes individuals and families, employing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it has established itself within the financial advisory landscape by focusing on tailored investment strategies for its clients.
Assets & Accounts
Public Holdings
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 Bonds60%
- Exchange Traded Equities15%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Peter Carril
Founding PartnerCRD 1935655
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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