Patrick
Danis

Allworth Financial, L.P

CRD#6871134
Investment Advisor
in Sacramento, CA

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About this Advisor

Patrick Danis is a financial advisor based out of Sacramento, California. Danis is an employee of Allworth Financial, L.P. Throughout their career, they have worked at American Airlines, Raa and Allworth Financial, L.P. Danis is registered to advise clients in Texas. Allworth Financial, L.P is a registered investment company that has its headquarters in Folsom, CA. The company has offices in 26 locations and a total of 343 employees. It administers $15 billion in total assets across its 49,892 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 20 charities and foundations. Of its 49,892 accounts, 23% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules depend on the type of services offered. However, fee types charged by Allworth Financial, L.P most likely include asset-based and fixed fees.

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8775 Folsom Blvd. Suite 100
Sacramento, CA 95826

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Allworth Financial, L.P Brokerage Details

Total Assets Under Management

$14,880,814,526

CA Average: $7,578,581,321
Total Number of Employees

343

CA Average: 43
Total Number of Accounts

49,892

CA Average: 3,727
Average Account Size

$298,261

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Patrick Danis Work History

Patrick has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Allworth Financial, L.P

2016 - Present (8 years)

Raa

1990 - Present (34 years)

American Airlines

*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 Danis 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 Allworth Financial, L.P

Bruce Killips
Sacramento, CA
Vincent Malinowski
Sacramento, CA
Sam Degreen
Scottsdale, AZ
Richard Oldham
Sacramento, CA
Amy Priar
Folsom, CA
Steven Hruby
Cincinnati, OH
Jodee Deutsch
Folsom, CA
Maria Foppiano
Folsom, CA

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.

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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.

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