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Patrick Medard Dennis

CLARIS FINANCIAL, LLC·GLEN ALLEN, Virginia
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4510 COX RD., GLEN ALLEN, VA 23060CRD# 3039763Firm CRD# 168503
01

About

Patrick Medard Dennis is a registered financial advisor based in GLEN ALLEN, Virginia, affiliated with CLARIS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CLARIS FINANCIAL, LLC
CLARIS FINANCIAL, LLC
AUM
$232M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CLARIS FINANCIAL, LLC →
Services
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3039763
Firm CRD# 168503
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Medard Dennis offer?
Patrick Medard Dennis specializes in Investment Management, Fee-Only Advisory. Contact their office in GLEN ALLEN, Virginia for a consultation.
What are Patrick Medard Dennis's credentials?
Patrick Medard Dennis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Medard Dennis located?
Patrick Medard Dennis is based in GLEN ALLEN, Virginia, working with CLARIS FINANCIAL, LLC. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.
How does Patrick Medard Dennis charge for services?
Patrick Medard Dennis'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 CLARIS FINANCIAL, LLC?
CLARIS FINANCIAL, LLC has approximately 8 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLEN ALLEN
Mark W. Claud — LINGERFELT COMMONWEALTH PARTNERS, LLCRobin Ransom — LINGERFELT COMMONWEALTH PARTNERS, LLCJames J Donlin — CAPITOL SECURITIES MANAGEMENT, INC.Lia Bettenhausen Goff — CAPITOL SECURITIES MANAGEMENT, INC.Kenneth Scott Strickler — LINGERFELT COMMONWEALTH PARTNERS, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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