PATRON PARTNERS, LLC - Financial Advisor in Texas, Houston

Tel: 971-371-3450 11700 Katy Freeway Suite 100 Houston, Texas 77079

About PATRON PARTNERS, LLC

PATRON PARTNERS, LLC is a Houston, Texas based financial advisory firm with nearly $298,530,728 in assets under management and provides investment advisory services for 648 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

310629

Firm SEC#:

801-119522

Assets Under Management:

$298,530,728

No. of Clients:

648

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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