Richard
Patrick
Sowell Management
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About this Advisor
Richard Patrick is a financial advisor based in El Cerrito, California, working with Sowell Management. Richard has previously held positions at Avant-Garde Advisors LLC, Naples Asset Management Company, LLC, and Sowell Management. Richard has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Richard is part of Sowell Management, which operates out of El Cerrito, California. The firm has 70 offices and 157 employees. The firm manages assets totaling $3.3 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, and selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.
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Fee Structure
Office Location
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Sowell Management Brokerage Details
$3,329,402,135
157
13,257
$251,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Richard Patrick Work History
Sowell Management
Naples Asset Management Company, LLC
Avant-Garde Advisors LLC
Disclosures
Please visit the SEC profile of Richard Patrick 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 Sowell Management
Gig Harbor, WA
Houston, TX
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Gig Harbor, WA
North Little Rock, AR
North Little Rock, AR
North Little Rock, AR
Cayucos, 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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