AdvisorOS Directory
Claim Profile
TP

Tracie Christine Patten

BRR OPCO, LLC·COLUMBUS, Ohio
Unclaimed Profile
1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, OH 43215-7088CRD# 7150221Firm CRD# 106536
01

About

Tracie Christine Patten is a registered financial advisor based in COLUMBUS, Ohio, affiliated with BRR OPCO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRR OPCO, LLC
BUDROS, RUHLIN & ROE
AUM
$3.4B
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at BRR OPCO, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 7150221
Firm CRD# 106536
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COLUMBUS?

Browse all registered financial advisors in COLUMBUS, Ohio or claim this profile if it's yours.

Browse COLUMBUS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tracie Christine Patten offer?
Tracie Christine Patten specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Tracie Christine Patten's credentials?
Tracie Christine Patten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracie Christine Patten located?
Tracie Christine Patten is based in COLUMBUS, Ohio, working with BRR OPCO, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Tracie Christine Patten charge for services?
Tracie Christine Patten's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRR OPCO, LLC?
BRR OPCO, LLC has approximately 43 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in COLUMBUS
Randall Thomas Gerber — GERBER, LLCMax Theisen Larsen — FUTURE FINANCES INCMichael Clark Butler — NCT FUND MANAGEMENT, LLCStanley Ray Edgell — STRATEGIC PLANNING, INC.Steven Dale Cox — ROMANS 1 ADVISORS LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile