Charles Collett Patton, Financial Advisor in ATLANTA, GA

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About Charles Collett Patton

Charles Patton is a Registered Investment Advisor representative with Gridline based in Atlanta, Georgia. Charles has been active in the investment industry since 2015 and holds the Chartered Financial Analyst designation. Charles has experience at several firms, including Wells Fargo and Darden Capital Management. His background includes work with the University of Virginia Investment Management Company. Charles specializes in portfolio management for pooled investment vehicles.

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Firm Information

Charles Patton is currently registered with Gridline. Gridline is an investment advisor registered with the SEC and provides portfolio management for pooled investment vehicles. They currently manage approximately $37 million in assets for 7 clients.

Gridline

$37.00M

Assets Under Management

Not reported

Total Clients

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

percentage of assets

A percentage of the total value of assets under management is charged.

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