Marino
Patrk

Hudson Value Partners, LLC

CRD#6339377
Investment Advisor
in Palm Beach, FL

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About this Advisor

Marino Patrk is a financial advisor based in Palm Beach, Florida, working with Hudson Value Partners, LLC. Marino has previously held positions at Oppenheimer & Co. Inc, Hudson Value Partners, LLC, and Connecticut College. Marino has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Marino is part of Hudson Value Partners, LLC, which operates out of Palm Beach, Florida. The firm has 3 offices and 4 employees. The firm manages assets totaling $421.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and publication of newsletters. The fee structure at Hudson Value Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

2875 South Ocean Blvd. Suite 200-26
Palm Beach, FL 33480

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Hudson Value Partners, LLC Brokerage Details

Total Assets Under Management

$421,281,336

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

400

FL Average: 2,474
Average Account Size

$1,053,203

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters

Marino Patrk Work History

2023 - Present (1 year)

Hudson Value Partners, LLC

2016 - 2023 (7 years)

Oppenheimer & Co. Inc

2012 - 2016 (4 years)

Connecticut College

Disclosures

Please visit the SEC profile of Marino Patrk 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 Hudson Value Partners, LLC

Christopher Davis
Palm Beach, FL
Marino Patrk
Palm Beach, FL
Marianne Witte
Park City, UT
Paul Davis
Palm Beach, FL

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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