Patrick
Kilbane
Ullmann Wealth Partners
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About this Advisor
Patrick Kilbane is a financial advisor working out of Jacksonville Beach, Florida, with 1 year of relevant experience. Kilbane is an employee of Ullmann Wealth Partners. Their career trajectory has included roles at Grayrobinson, Pa, Sagepoint Financial, Ullmann Wealth Partners and Ullmann Wealth Partners Group, LLC. Kilbane has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Florida. Ullmann Wealth Partners is a financial advisory business based out of Jacksonville Beach, FL. The company has a total of 11 employees. It handles $707 million in total assets among its 1,083 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,083 client accounts, 55% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. A financial advisor's fee schedules largely depend on which service is offered. Fee types billed by Ullmann Wealth Partners most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ullmann Wealth Partners Brokerage Details
$706,788,578
11
1,083
$652,621
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Patrick Kilbane Work History
Patrick has been registered as a financial advisor for 1 years.*
Ullmann Wealth Partners Group, LLC
Sagepoint Financial
Ullmann Wealth Partners
Grayrobinson, Pa
*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 Kilbane 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 Ullmann Wealth Partners
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, FL
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