Jack Patterson And Company, Inc. is a large advisory firm based in Coral Gables. It manages $25.7 million of regulatory assets for 153 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.
Jack Patterson And Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jack Patterson And Company, Inc. is $25.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jack Patterson And Company, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Jack Patterson And Company, Inc. performs its advisory services is located at 2655 Le Jeune Road, Coral Gables, FL 33134, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-648-3080 or by fax 305-441-0217. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.pattersonadvisors.com.