Patterson Partners

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

4303 Fontainebleau Dr, New Orleans, Loui...

Phone Number

(303) 678-7072

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Patterson Partners

Patterson Partners Ltd. specializes in providing financial planning and advisory services to American expatriates and globally mobile individuals, particularly those with multi-nationality or interests in multiple countries. Since 2006, they have been guiding clients in growing generational wealth, minimizing complexity, and achieving a well-lived life. Their services include U.S. tax return preparation, investment management, and tailored financial planning to navigate cross-border complexities. The firm aims to support clients in achieving financial freedom and location independence through a unique process highlighted in their published work.Explore more
Patterson Partners's Social MediaPopular SearchesPatterson Partners LtdPattersonpartnersPatterson PartnersPatterson Partners LPSIC Code 62,628NAICS Code 52,523Show more

Patterson Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Patterson Partners

<$5M
1-10
Private
-
2005
<$5M
1-10
Private
-
1994
KN
Katie NortonProject Manager
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
<$5M
2004
LW
Lynette WheelerDirector of Client Care
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
<$5M
1-10
Private
-
2016
JA
Joe AbbeyAthletic Consultant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Patterson Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Patterson Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Patterson Partners.

Patterson Partners Tech Stack

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Frequently Asked Questions Regarding Patterson Partners

What is Patterson Partners's official website?
Patterson Partners's official website is www.pattersonpartnersltd.com
What is Patterson Partners's Revenue?
Patterson Partners's revenue is <$5 Million
What is Patterson Partners's SIC code?
Patterson Partners's SIC: 62,628
What is Patterson Partners's NAICS code?
Patterson Partners's NAICS: 52,523
How many employees does Patterson Partners have?
Patterson Partners has 1-10 employees
What industry does Patterson Partners belong to?
Patterson Partners is in the industry of: Finance, Securities Trading
What is Patterson Partners competition?
Patterson Partners top competitors include: Fountainhead Wealth, Westover Capital Advisors, Radnor Financial Advisors, RW Wealth
What technology does Patterson Partners use?
Some of the popular technologies that Patterson Partners uses are: Cloudflare Website Optimization, Cloudflare CDN, Disqus, Google Font API
How do I contact Patterson Partners?
Patterson Partners contact info: Phone number: (303) 678-7072 Website: www.pattersonpartnersltd.com
What does Patterson Partners do?

Patterson Partners Ltd. specializes in providing financial planning and advisory services to American expatriates and globally mobile individuals, particularly those with multi-nationality or interests in multiple countries. Since 2006, they have been guiding clients in growing generational wealth, minimizing complexity, and achieving a well-lived... life. Their services include U.S. tax return preparation, investment management, and tailored financial planning to navigate cross-border complexities. The firm aims to support clients in achieving financial freedom and location independence through a unique process highlighted in their published work.Read More

What are Patterson Partners social media links?
Patterson Partners Linkedin page Patterson Partners Twitter page Patterson Partners Facebook page
Is Patterson Partners a public company?
Patterson Partners is private company therefore does not currently have an official ticker symbol
See more information about Patterson Partners

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