Patrick
Mcgrath

Allworth Financial, L.P

CRD#6974803
Investment Advisor
in San Diego, CA

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About this Advisor

Patrick Mcgrath is a financial advisor based in San Diego, California, working with Allworth Financial, L.P. Patrick has previously held positions at the University Of San Diego, The Vanguard Group, Inc, Hall Private Wealth Advisors, Aw Securities, and Allworth Financial, LLC. Patrick has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, Patrick is part of Allworth Financial, L.P, which operates out of San Diego, California. The firm has 35 offices and 392 employees. The firm manages assets totaling $19.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Allworth Financial, L.P includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

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

San Diego, CA

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Allworth Financial, L.P Brokerage Details

Total Assets Under Management

$19,313,695,523

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

392

CA Average: 43
Total Number of Accounts

66,085

CA Average: 3,727
Average Account Size

$292,255

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 Mcgrath Work History

2023 - Present (1 year)

Aw Securities

2023 - Present (1 year)

Allworth Financial, LLC

2022 - 2023 (1 year)

The Vanguard Group, Inc

2018 - 2022 (4 years)

The Vanguard Group, Inc

2017 - 2018 (1 year)

Hall Private Wealth Advisors

2014 - 2018 (4 years)

University Of San Diego

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Disclosures

Please visit the SEC profile of Patrick Mcgrath 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

James Risalvato
Folsom, CA
Andrew Gularte
Addison, TX
Scott Peters
Daphne, AL
Patrick Mcgrath
San Diego, CA
Joshua Garcia
Addison, TX
Eric Soetaert
Folsom, CA
Adam Peters
Highlands, CO
Alyse Dominguez
Folsom, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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