Patton Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

101 W Broadway St, Sparta, Illinois, 622...

Phone Number

(419) 794-2401

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Patton Wealth Management

Patton Wealth Management provides personalized financial services aimed at helping clients achieve their financial goals. They serve a diverse clientele, including business owners, families, pre-retirees, and retirees, offering services such as financial planning, investment management, and retirement planning. The firm emphasizes a collaborative approach, ensuring that clients' unique needs and objectives are at the forefront of their financial strategies. With a commitment to experienced guidance, Patton Wealth Management aims to navigate clients through market challenges and opportunities.Explore more
Patton Wealth Management's Social MediaPopular SearchesPatton Wealth ManagementPatton Wealth Management IncCom PattonwealthmanagementPatton Wealth Management LLCPatrinotSIC Code 62,628NAICS Code 52,523Show more

Patton Wealth Management Org Chart

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TC
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Director, Operations & Pwm Financial, Rjfs Ad...

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Compare insights from companies similar to Patton Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Patton Wealth Management

<$5M
1-10
Private
-
1984
TC
Theresa CooperDirector, Operations & Pwm Financial, Rjfs Advisor
<$5M
1-10
Private
<$5M
2010
NO
Nicholas OffenburgerFinancial Advisor
<$5M
1-10
Private
-
2006
LR
Lisa RazeManager, Client Services
<$5M
1-10
Private
-
-
CS
Clay SorrickFinancial Planner
<$5M
1-10
Private
-
2000
MG
Mark GubernikFinancial Planner
<$5M
1-10
Private
-
1997
JB
John BacciFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Patton Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Patton Wealth Management Tech Stack

A closer look at the technologies used by Patton Wealth Management

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Frequently Asked Questions Regarding Patton Wealth Management

What is Patton Wealth Management's official website?
Patton Wealth Management's official website is www.pattonwealthmgt.com
What is Patton Wealth Management's Revenue?
Patton Wealth Management's revenue is <$5 Million
What is Patton Wealth Management's SIC code?
Patton Wealth Management's SIC: 62,628
What is Patton Wealth Management's NAICS code?
Patton Wealth Management's NAICS: 52,523
How many employees does Patton Wealth Management have?
Patton Wealth Management has 1-10 employees
What industry does Patton Wealth Management belong to?
Patton Wealth Management is in the industry of: Finance, Securities Trading
What is Patton Wealth Management competition?
Patton Wealth Management top competitors include: Pacific Wealth Partners, Legacy Wealth Planners, Retirement Lifestyle Consultants Wealth Management, Foundation Financial Advisors
What technology does Patton Wealth Management use?
Some of the popular technologies that Patton Wealth Management uses are: DocuSign, Drupal, Cloudflare Website Optimization, Ruxit
How do I contact Patton Wealth Management?
Patton Wealth Management contact info: Phone number: (419) 794-2401 Website: www.pattonwealthmgt.com
What does Patton Wealth Management do?

Patton Wealth Management provides personalized financial services aimed at helping clients achieve their financial goals. They serve a diverse clientele, including business owners, families, pre-retirees, and retirees, offering services such as financial planning, investment management, and retirement planning. The firm emphasizes a collaborative a... pproach, ensuring that clients' unique needs and objectives are at the forefront of their financial strategies. With a commitment to experienced guidance, Patton Wealth Management aims to navigate clients through market challenges and opportunities.Read More

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

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