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Patrick Allen Irwin

US EQUITY ADVISORS, LLC·SAN ANTONIO, Texas
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9830 COLONNADE BLVD., SAN ANTONIO, TX 78230CRD# 7438892Firm CRD# 316030
01

About

Patrick Allen Irwin is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with US EQUITY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AFFINIUS CAPITAL ADVISORS LLC
AFFINIUS CAPITAL
AUM
$18.5B
Regulatory assets under management
Employees
304
Total firm employees
View all advisors at AFFINIUS CAPITAL ADVISORS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 7438892
Firm CRD# 316030
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Allen Irwin offer?
Patrick Allen Irwin specializes in Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Patrick Allen Irwin's credentials?
Patrick Allen Irwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Allen Irwin located?
Patrick Allen Irwin is based in SAN ANTONIO, Texas, working with US EQUITY ADVISORS, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Patrick Allen Irwin charge for services?
Patrick Allen Irwin's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is US EQUITY ADVISORS, LLC?
US EQUITY ADVISORS, LLC has approximately 304 employees and manages $18.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
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Research
Advisor Fees in TexasNational Fee Analysis
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