Unclaimed Profile

Patrick Charles Bourbon

PROMANAGE, LLC·CHICAGO, Illinois

Clean record16 years registeredPROMANAGE, LLC

130 E RANDOLPH ST, CHICAGO, IL 60601CRD# 5738104Firm CRD# 133357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Charles Bourbon · CHICAGO, IL

Registration

CRD #5738104 · PROMANAGE, LLC · 16 years registered

Brand Profile

Not yet started

Career History

BOURBON FINANCIAL MANAGEMENT

Mar 2010 – present

PROMANAGE, LLC

Dec 2012 – Apr 2017

CHICAGO, IL

Registrations & Exams

Registration record

First registered · March 17, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROMANAGE, LLC

CRD 133357 · SEC 801-63719

AUM

$5.4B

Regulatory assets under management

Employees

6 client accounts

Services offered by PROMANAGE, LLC

Per Form ADV

Financial planning

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at PROMANAGE, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Charles Bourbon offer?

Patrick Charles Bourbon specializes in Financial Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Patrick Charles Bourbon's credentials?

Patrick Charles Bourbon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Charles Bourbon located?

Patrick Charles Bourbon is based in CHICAGO, Illinois, working with PROMANAGE, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Patrick Charles Bourbon charge for services?

Patrick Charles Bourbon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROMANAGE, LLC?

PROMANAGE, LLC has approximately 12 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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