Patrick
Schubach

The Huntington Investment Company

CRD#4510489
Investment Advisor
in Indianapolis, IN

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About this Advisor

Patrick Schubach is a financial advisor based in Indianapolis, Indiana, working with The Huntington Investment Company. Patrick has previously held positions at Huntington National Bank and The Huntington Investment Company. Patrick has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Patrick is part of The Huntington Investment Company, which operates out of Indianapolis, Indiana. The firm has 766 offices and 483 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at The Huntington Investment Company includes asset-based fees.

Certifications and Registrations

Series 66, Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Indianapolis Main 45 N Pennsylvania Street
Indianapolis, IN 46204

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$5,196,750,113

IN Average: $2,106,341,625
Total Number of Employees

483

IN Average: 34
Total Number of Accounts

32,956

IN Average: 1,972
Average Account Size

$157,688

IN Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Patrick Schubach Work History

2024 - Present (0 year)

The Huntington Investment Company

2024 - Present (0 year)

Huntington National Bank

2017 - Present (7 years)

The Huntington Investment Company

2007 - 2017 (10 years)

Huntington National Bank

Disclosures

Please visit the SEC profile of Patrick Schubach 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 Huntington Financial Advisors

Callie Jacobs
Grove City, OH
Alec Vernon
Columbus, OH
Stephen Cotero
Brighton, MI
Heather Johancen
Twinsburg, OH
Zachary Smith
Cadiz, OH
Brian Lafave
Grand Rapids, MI
Timothy Ferree
Akron, OH
Whitney Doubleday
Battle Creek, MI

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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