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Charles Collett Patton

MIMOSA INVESTMENT MANAGEMENT, LLC·WINSTON-SALEM, North Carolina
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4400 SILAS CREEK PARKWAY, WINSTON-SALEM, NC 27104CRD# 2441574Firm CRD# 114315
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About

Charles Collett Patton is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with MIMOSA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
MIMOSA INVESTMENT MANAGEMENT, LLC
MIMOSA INVESTMENT MANAGEMENT, LLC
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MIMOSA INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2441574
Firm CRD# 114315
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Collett Patton offer?
Charles Collett Patton specializes in Investment Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are Charles Collett Patton's credentials?
Charles Collett Patton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Collett Patton located?
Charles Collett Patton is based in WINSTON-SALEM, North Carolina, working with MIMOSA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.
How does Charles Collett Patton charge for services?
Charles Collett Patton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIMOSA INVESTMENT MANAGEMENT, LLC?
MIMOSA INVESTMENT MANAGEMENT, LLC has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WINSTON-SALEM
Michael Andrew Carter — VERGER CAPITAL MANAGEMENT LLCRobert Hairston Kluttz — MIMOSA INVESTMENT MANAGEMENT, LLCDavid Wright Dupree — VERGER CAPITAL MANAGEMENT LLCRandell Alfredine Cain — KERUSSO CAPITAL MANAGEMENT, LLCSr. Kenneth Brown — KENSINGTON FINANCIAL GROUP, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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