PATTON WEALTH ADVISORS of DALLAS, TX is an SEC-registered investment adviser (CRD 120533). Regulatory assets under management: $977.2M.
Compensation: % of AUM, Fixed, Performance, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos.
| Name | Role | Location |
|---|---|---|
| Mark Allen Patton | PRESIDENT, CCO, TREASURER AND SECRETARY; DIRECTOR; SOLE SHAREHOLDER | New York, NY |
| PATTON MARK A | PRESIDENT, CCO, TREASURER AND SECRETARY; DIRECTOR; SOLE SHAREHOLDER; PRESIDENT, TREASURER AND SECRETARY; DIRECTOR; SOLE SHAREHOLDER | — |
| WILSON MICHELE LEA | CFO, CCO | — |
| KLEIN SCOTT M | CHIEF OPERATING OFFICER | — |
| WILSON MICHELE L | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| PATTON MARK ALLEN | PRESIDENT, CCO, TREASURER AND SECRETARY; DIRECTOR; SOLE SHAREHOLDER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| PATTON FLEX FUND, LP | Hedge Fund | Delaware | 84 | $542.8M | $250K |
| AUDACITY FUND, L.P. | Hedge Fund | Delaware | 20 | $95.8M | $250K |