David
Patritti
Jag Capital Management LLC
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About this Advisor
David Patritti is a financial advisor working in Saint Louis, Missouri who has 10 years of industry experience. Patritti currently works for Jag Capital Management LLC. Over the course of their career, they have held roles at J.A. Glynn & Co, J.A. Glynn Investments LLC and Jag Capital Management LLC. Patritti has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Missouri. Jag Capital Management LLC is an advisory company headquartered in Saint Louis, MO. The firm has a total of 26 employees. It controls $2 billion in assets under management between its 1,707 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 143 charitable organizations. Of its 1,707 customer accounts, 50% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors typically are based on the type of services. Fee types charged by Jag Capital Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jag Capital Management LLC Brokerage Details
$1,752,538,133
26
1,707
$1,026,677
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
David Patritti Work History
David has been registered as a financial advisor for 10 years.*
Jag Capital Management LLC
J.A. Glynn & Co
J.A. Glynn Investments LLC
*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 David Patritti 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 Jag Capital Management LLC
Chicago, IL
Chicago, IL
Saint Louis, MO
Saint Louis, MO
Chicago, IL
Saint Louis, MO
Chicago, IL
Saint Louis, MO
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