Patrick
Dardis
Bps Capital Management, Inc
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About this Advisor
Patrick Dardis is a financial advisor based out of Minneapolis, Minnesota with 1 year of industry experience. Dardis is an employee of Bps Capital Management, Inc. During their career, the advisor has held roles at Bps Capital Management, Inc, Target Corporation, 3M Corporation and Jpmorgan Chase. Dardis maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Minnesota. Bps Capital Management, Inc is a financial advisory company operating out of Minneapolis, MN. It oversees $5 billion in total assets across its 71 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises two charitable organizations. Of its 71 accounts, just 13% are held by high-net-worth clients who have more than $1 million in assets available to invest. Bps Capital Management, Inc offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on which services are offered. However, fee types billed by Bps Capital Management, Inc likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bps Capital Management, Inc Brokerage Details
$4,880,672,225
7
71
$68,741,862
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Patrick Dardis Work History
Patrick has been registered as a financial advisor for 1 years.*
Bps Capital Management, Inc
Target Corporation
3M Corporation
Jpmorgan Chase
*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 Dardis 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 Bps Capital Management, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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