PATTON FUND MANAGEMENT, INC.

PATTON WEALTH ADVISORS
DALLAS, Texas·1 registered advisor·CRD# 120533
SEC# 801-882110214-234-9900
01

Firm Overview

AUM
$594M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: ADMINISTRATIVE FEE EXPENSES AND REIMBURSEMENT OF EXPENSES
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at PATTON FUND MANAGEMENT, INC.

1 registered advisor
Mark Allen Patton
DALLAS, Texas
05

Office Locations

DALLAS, Texas
1 advisor

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Data sourced from SEC Form ADV filings. PATTON FUND MANAGEMENT, INC. (CRD# 120533) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.