Patton Wealth

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

8117 Preston Rd Ste 300, Dallas, Texas, ...

Revenue

<$5 Million

Industry

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

Founded in 1992 and headquartered in Dallas, Texas, Patton Wealth Advisors (the operating name of Patton Fund Management, Inc.) is an independent investment adviser registered with the United States Securities and Exchange Commission. Patton is a sophisticated boutique wealth planning and investment management business servicing individual investors and advisory to company retirement plans.Explore more
Popular SearchesPatton Wealth AdvisorsPatton Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Patton Wealth Org Chart

PhoneEmail
AB
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Chief of Staff

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Compare Similar Companies to Patton Wealth

Compare insights from companies similar to Patton Wealth, 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

<$5M
1-10
Private
-
1992
AB
Ambar BhattChief of Staff
<$5M
11-50
Private
-
-
<$5M
1-10
Private
-
-
ML
Mary LeccaChief Compliance Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JM
June MatthysseAssistant Vice President & Client Service Client Relationship Manager
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2015
RH
Richard HeiligPortfolio Manager
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Patton Wealth Tech Stack

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Frequently Asked Questions Regarding Patton Wealth

What is Patton Wealth's official website?
Patton Wealth's official website is www.pattonwealth.com
What is Patton Wealth's Revenue?
Patton Wealth's revenue is <$5 Million
What is Patton Wealth's SIC code?
Patton Wealth's SIC: 62,628
What is Patton Wealth's NAICS code?
Patton Wealth's NAICS: 52,523
How many employees does Patton Wealth have?
Patton Wealth has 1-10 employees
What industry does Patton Wealth belong to?
Patton Wealth is in the industry of: Finance, Securities Trading
What is Patton Wealth competition?
Patton Wealth top competitors include: King And Ziegler Financial Group, Argonautica Private Wealth Management, Citium Wealth, DS Investment Advisors
What technology does Patton Wealth use?
Some of the popular technologies that Patton Wealth uses are: FusionCharts, Google Universal Analytics, Google Font API, YouTube
What does Patton Wealth do?

Founded in 1992 and headquartered in Dallas, Texas, Patton Wealth Advisors (the operating name of Patton Fund Management, Inc.) is an independent investment adviser registered with the United States Securities and Exchange Commission. Patton is a sophisticated boutique wealth planning and investment management business servicing individual investor... s and advisory to company retirement plans.Read More

Is Patton Wealth a public company?
Patton Wealth is private company therefore does not currently have an official ticker symbol
See more information about Patton Wealth

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