Patrick Towne is an adviser based in Plano. It manages $364 thousand of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Colorado.
Patrick Towne provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Patrick Towne is $364 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Patrick Towne for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Patrick Allen Towne has been acting as President since 1 Jul 2009. Ryan Christopher Walker joined the executive team most recently as the 'Chief Compliance Officer'.
The principal office where Patrick Towne performs its advisory services is located at 2205 Seminole Ct, Plano, TX 75074 The mailing address of the firm is 2205 Seminole Ct., Plano, TX 75074. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-975-3171 or by fax 512-567-3233. The normal business hours are 7-7 on Other.