AdvisorOS Directory
Claim Profile
PB

Patrick Joseph Bartels

AMERICAN BEACON ADVISORS, INC.·IRVING, Texas
Unclaimed Profile
220 EAST LAS COLINAS BLVD., SUITE 1200, IRVING, TX 75039-5500CRD# 4625688Firm CRD# 105552
01

About

Patrick Joseph Bartels is a registered financial advisor based in IRVING, Texas, affiliated with AMERICAN BEACON ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
AMERICAN BEACON ADVISORS, INC.
AMERICAN BEACON ADVISORS, INC.
AUM
$57.4B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at AMERICAN BEACON ADVISORS, INC. →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4625688
Firm CRD# 105552
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in IRVING?

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

Browse IRVING 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 Patrick Joseph Bartels offer?
Patrick Joseph Bartels specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in IRVING, Texas for a consultation.
What are Patrick Joseph Bartels's credentials?
Patrick Joseph Bartels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Joseph Bartels located?
Patrick Joseph Bartels is based in IRVING, Texas, working with AMERICAN BEACON ADVISORS, INC.. Their office serves clients in the IRVING metropolitan area and surrounding communities.
How does Patrick Joseph Bartels charge for services?
Patrick Joseph Bartels'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 AMERICAN BEACON ADVISORS, INC.?
AMERICAN BEACON ADVISORS, INC. has approximately 27 employees and manages $57.4B 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 IRVING
Crystal Marie Clifford — AVANTAX ADVISORY SERVICES, INC.John Edward Togneri — ROCKTOP PARTNERS, LLCRosemary Kavanaugh Behan — AMERICAN BEACON ADVISORS, INC.Melinda Gay Heika — AMERICAN BEACON ADVISORS, INC.Thomas Porter Trimble — FDL ENERGY ADVISERS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile