PATTERSON INVESTMENTS, INC.

CRD 152218 · SEC 801-70847

Visit website

4801 S UNIVERSITY DRIVE,, SUITE 219, DAVIE, FL, 33328, United States

Phone

305-648-3080

Fax

954-306-2298

Registration

— (—)

Source

State registered

Total AUM

$83.5M

Discretionary AUM

$83.5M

Team

1 total employees; 1 advisory reps; 100 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsASSET ALLOCATION REVIEW SERVICES

Client types

Type	Clients	AUM
Individuals	122	$83.5M

All web addresses on file

HTTP://WWW.PATTERSONADVISORS.COM

Official SEC filing: View on IAPD