Patricia
Soileau
Kinloch Capital, LLC
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About this Advisor
Patricia Soileau is a financial advisor based out of Glen Allen, Virginia with a total of 3 years of industry experience. Soileau is on the advisory team at Kinloch Capital, LLC. During their career, Soileau has held roles at Ubs Financial Services Inc and Kinloch Capital, LLC. Soileau has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Kinloch Capital, LLC is an advisory firm headquartered in Glen Allen, VA. It handles $220 million in assets under management across its 544 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 544 accounts, 47% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Kinloch Capital, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types billed by Kinloch Capital, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kinloch Capital, LLC Brokerage Details
$219,938,572
4
544
$404,299
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Patricia Soileau Work History
Patricia has been registered as a financial advisor for 3 years.*
Kinloch Capital, LLC
Ubs Financial Services Inc
*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 Patricia Soileau 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 Kinloch Capital, LLC
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
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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