Investment adviser · CRD 152218

JACK PATTERSON & CO.

Investment adviser filing (IA)

CORAL GABLES, FL, United States · Form ADV filed Jun 2, 2012

Regulatory AUM
$25M
Form ADV · Item 5.F
Client accounts
200
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 2, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

2655 LE JEUNE ROAD, SUITE 909
CORAL GABLES, FL, 33134, United States

CRD 152218

Filing source

Form ADV 650484 · Jun 2, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.