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Patrick Michael Mendenhall

USCA ASSET MANAGEMENT LLC·HOUSTON, Texas
Unclaimed Profile
4444 WESTHEIMER, HOUSTON, TX 77027CRD# 1068809Firm CRD# 137045
01

About

Patrick Michael Mendenhall is a registered financial advisor based in HOUSTON, Texas, affiliated with USCA ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
USCA ASSET MANAGEMENT LLC
USCA ASSET MANAGEMENT LLC
AUM
$205M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at USCA ASSET MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1068809
Firm CRD# 137045
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Michael Mendenhall offer?
Patrick Michael Mendenhall specializes in Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Patrick Michael Mendenhall's credentials?
Patrick Michael Mendenhall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Michael Mendenhall located?
Patrick Michael Mendenhall is based in HOUSTON, Texas, working with USCA ASSET MANAGEMENT LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Patrick Michael Mendenhall charge for services?
Patrick Michael Mendenhall'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 USCA ASSET MANAGEMENT LLC?
USCA ASSET MANAGEMENT LLC has approximately 6 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Steve Howell Gott
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David Lee Solomon
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