Patrick
Mcgough
Geometric Wealth Advisors, LLC
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About this Advisor
Patrick Mcgough is a financial advisor based in Arlington Heights, Illinois, working with Geometric Wealth Advisors, LLC. Patrick has previously held positions at Geometric Wealth Advisors, LLC and Honeywell, Inc. Patrick has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Patrick is part of Geometric Wealth Advisors, LLC, which operates out of Arlington Heights, Illinois. The firm has 5 offices and 23 employees. The firm manages assets totaling $764.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Geometric Wealth Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Geometric Wealth Advisors, LLC Brokerage Details
$764,110,000
23
1,574
$485,457
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Patrick Mcgough Work History
Geometric Wealth Advisors, LLC
Honeywell, Inc
Disclosures
Please visit the SEC profile of Patrick Mcgough 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 Geometric Wealth Advisors, LLC
Denver, CO
Vienna, VA
Minneapolis, MN
Charlotte, NC
New York, NY
Washington, DC
Arlington Heights, IL
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