Patrick
Johnson
Concentus Wealth Advisors
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About this Advisor
Patrick Johnson is a financial advisor based in Newtown Square, Pennsylvania, working with Concentus Wealth Advisors. Patrick has previously held positions at The Vanguard Group, Inc, Beacon Pointe Wealth Advisors, Doordash, Temple University Campus Recreation, Temple University, Dt Investment Partners, Carmine's, Rosati Ice, Swiss Farms, Springfield High School, and Concentus Wealth Advisors. Patrick has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Patrick is part of Concentus Wealth Advisors, which operates out of Newtown Square, Pennsylvania. The firm has 10 employees and manages assets totaling $799.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Concentus Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Concentus Wealth Advisors Brokerage Details
$799,939,434
10
2,337
$342,293
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Patrick Johnson Work History
Concentus Wealth Advisors
The Vanguard Group, Inc
Doordash
Beacon Pointe Wealth Advisors
Temple University Campus Recreation
Temple University
Temple University
Carmine'S
Temple University
Dt Investment Partners
Carmine'S
Temple University
Rosati Ice
Swiss Farms
Rosati Ice
Springfield High School
Disclosures
Please visit the SEC profile of Patrick Johnson 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 Concentus Wealth Advisors
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
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