PATRON PARTNERS, LLC

CRD 310629 · SEC 801-119522

Visit website

11700 KATY FREEWAY, SUITE 100, HOUSTON, TX, 77079, United States

Phone

971-371-3450

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$325.7M

Discretionary AUM

$325.7M

Team

7 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	73	$36.9M
High net worth individuals	86	$269.6M
Corporations/business entities	5	$19.0M

States served

CO, LA, TX

All web addresses on file

HTTPS://PATRONPARTNERSADVISORS.COM
HTTPS://PATRONPARTNERS.COM
HTTPS://TWITTER.COM/PATRONPARTNERS
HTTPS://WWW.LINKEDIN.COM/COMPANY/PATRONPARTNERS/
HTTPS://FACEBOOK.COM/PATRONPARTNERS
https://x.com/patronpartners

Official SEC filing: View on IAPD