Patrick
Araujo-Lipine
Breckinridge Capital Advisors Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Patrick Araujo-Lipine is a financial advisor who works in San Diego, California, with 5 years of industry experience. Araujo-Lipine works at Breckinridge Capital Advisors Inc. They have spent the entirety of their career at Breckinridge Capital Advisors Inc. Araujo-Lipine holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in California. Breckinridge Capital Advisors Inc is a registered investment firm based out of Boston, MA. The firm has a total of 91 advisors. It has $42 billion in assets between its 16,930 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 726 charitable organizations. Of its 16,930 customer accounts, 38% are held by high-net-worth individuals who have greater than $1 million in assets. Breckinridge Capital Advisors Inc performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management typically depend on the financial services provided. However, fee types charged by Breckinridge Capital Advisors Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Breckinridge Capital Advisors Inc Brokerage Details
$42,249,722,749
91
16,930
$2,495,554
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Patrick Araujo-Lipine Work History
Patrick has been registered as a financial advisor for 5 years.*
Breckinridge Capital Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Araujo-Lipine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Breckinridge Capital Advisors Inc
San Diego, CA
San Diego, CA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
