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Allyson Theobald Patterson

MANNA TREE PARTNERS, LLC·VAIL, Colorado
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1310 WESTHAVEN DRIVE, VAIL, CO 81657CRD# 4498441Firm CRD# 299654
01

About

Allyson Theobald Patterson is a registered financial advisor based in VAIL, Colorado, affiliated with MANNA TREE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MANNA TREE PARTNERS, LLC
MANNA TREE PARTNERS, LLC
AUM
$563M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at MANNA TREE PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4498441
Firm CRD# 299654
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Allyson Theobald Patterson offer?
Allyson Theobald Patterson specializes in Retirement Planning. Contact their office in VAIL, Colorado for a consultation.
What are Allyson Theobald Patterson's credentials?
Allyson Theobald Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allyson Theobald Patterson located?
Allyson Theobald Patterson is based in VAIL, Colorado, working with MANNA TREE PARTNERS, LLC. Their office serves clients in the VAIL metropolitan area and surrounding communities.
How does Allyson Theobald Patterson charge for services?
Allyson Theobald Patterson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MANNA TREE PARTNERS, LLC?
MANNA TREE PARTNERS, LLC has approximately 16 employees and manages $563M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
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City Guides
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Research
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