Patrick
Mcgrath
Allworth Financial, L.P
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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
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$19,313,695,523
392
66,085
$292,255
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
Aw Securities
Allworth Financial, LLC
The Vanguard Group, Inc
The Vanguard Group, Inc
Hall Private Wealth Advisors
University Of San Diego
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.
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