Patron Partners
Financial Services, Katy Fwy, Houston, , 77079, Texas, 11700, United States, 1-10 Employees
Phone Number: +17*********
Who is PATRON PARTNERS
YOUR GOALS. YOUR VISION. YOUR LIFE. Welcome to Parton Partners, a privately-owned Registered Investment Advisor (RIA) with the U.S. Securities & Exchange Commission. Private practice enab...
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Headquarters: 11700 Katy Fwy, Houston, Texas, 77079, United States
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Date Founded: 2020
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Patron Partners
Answer: Patron Partners's headquarters are located at Katy Fwy, Houston, , 77079, Texas, 11700, United States
Answer: Patron Partners's phone number is +17*********
Answer: Patron Partners's official website is https://patronpartnersadvisors.com
Answer: Patron Partners's revenue is Under $1 Million
Answer: Patron Partners's SIC: 6282
Answer: Patron Partners's NAICS: 523940
Answer: Patron Partners has 1-10 employees
Answer: Patron Partners is in Financial Services
Answer: Patron Partners contact info: Phone number: +17********* Website: https://patronpartnersadvisors.com
Answer: YOUR GOALS. YOUR VISION. YOUR LIFE. Welcome to Parton Partners, a privately-owned Registered Investment Advisor (RIA) with the U.S. Securities & Exchange Commission. Private practice enables us to provide open architecture products & services, flexibility & personalized service informed by a holistic approach to your needs. Were free from the conflicts of interest that can arise from public company relationships. Our independence allows us to do what we do best go beyond financial management to gain a deeply meaningful understanding of your unique values, desires & needs. This enables us to devise a customized strategy to achieve your goals while making a profound impact in your life. MANAGING WEALTH. ENRICHING LIVES. More than a vocation, we consider what we do a calling. Its why we take such an active role in our clients lives. Its also why we chose Patron Partners as our name. A patron is a friend, a backer, a supporter who is responsible for the well-being of others. We care deeply about planning & strategy & the people we do it for. Our mission is to embark on a partnership of guidance & stewardship that profoundly impacts your family, faith, causes & community. When you work with Patron Partners you get so much more than financial advice, you get counseling from a dedicated patron, a life coach committed to your happiness & success. PROFOUND PROTECTION. By partnering with Charles Schwab as our institutional custodian, we are able to efficiently & effectively manage portfolios on behalf of our clients. DISCLAIMER: Investment advisory services offered through Patron Partners, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. This material is intended to be for informational purposes only. It should not be construed as legal or tax advice & is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities.
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