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Home > Retirement Planners > texas > houston > PATRON PARTNERS, LLC
PATRON PARTNERS, LLC
11700 Katy Freeway
Suite 100
Houston, Texas 77079
Tel: 971-371-3450
About PATRON PARTNERS, LLC
PATRON PARTNERS, LLC, formally registered with the SEC as PATRON PARTNERS, LLC. The firm was established in 09/21/2020. They have over 1 offices throughout the country.
PATRON PARTNERS, LLC is a Houston, Texas based Financial Planning firm with nearly $298,530,728 assets under management, offering retirement planning & investment advisory services to 648 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310629 |
| SEC# | 801-119522 |
| Assets Managed by Firm | $298,530,728 |
| No. of Clients | 648 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 648 | $298,530,728 |
| Individuals (other than high net worth individuals) | 208 | $31,724,268 |
| High net worth individuals | 391 | $195,435,264 |
| Pension and profit sharing plans | 17 | $42,185,239 |
| Charitable organizations | 2 | $1,717,283 |
| Corporations or other businesses | 30 | $27,468,674 |
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