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John Francis Pataki

THETFORD INVESTMENT MANAGEMENT, INC.·RICHMOND, Virginia
Unclaimed Profile
5516 FALMOUTH STREET, RICHMOND, VA 23230-1819CRD# 4954327Firm CRD# 113426
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About

John Francis Pataki is a registered financial advisor based in RICHMOND, Virginia, affiliated with THETFORD INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
THETFORD INVESTMENT MANAGEMENT, INC.
THETFORD INVESTMENT MANAGEMENT, INC.
AUM
$77M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at THETFORD INVESTMENT MANAGEMENT, INC. →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4954327
Firm CRD# 113426
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Francis Pataki offer?
John Francis Pataki specializes in Investment Management, Fee-Only Advisory. Contact their office in RICHMOND, Virginia for a consultation.
What are John Francis Pataki's credentials?
John Francis Pataki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Francis Pataki located?
John Francis Pataki is based in RICHMOND, Virginia, working with THETFORD INVESTMENT MANAGEMENT, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does John Francis Pataki charge for services?
John Francis Pataki'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 THETFORD INVESTMENT MANAGEMENT, INC.?
THETFORD INVESTMENT MANAGEMENT, INC. has approximately 2 employees and manages $77M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RICHMOND
Geoffrey Bonner Sale — RICHMOND CAPITAL MANAGEMENT INCClavel Tyrus Eubank — CAPGROUP ADVISORS, LLCJames Derrick Wreden — THETFORD INVESTMENT MANAGEMENT, INC.Michael Reilly Gibb — GODSEY & GIBB INCJohn Richard Tashjian — PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
Nearby cities in Virginia
ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
ARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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