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Christian Peter Paterok

Noesis Capital Management Corp.

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About Christian Peter Paterok

Christian Paterok is a financial advisor registered with the state of Florida. Christian is currently employed by Noesis Capital Management Corp. Christian has been in the industry since November 2004. Noesis Capital Management Corp. is headquartered in Boca Raton, Florida and offers portfolio management services for individuals and businesses. The firm also provides financial planning and pension consulting services. The firm's clients include high net worth individuals, corporations or other businesses, and pension and profit-sharing plans. The firm manages over $707 million in assets. Christian is a Chartered Financial Analyst.

Firm Information

Christian Paterok is currently registered with Noesis Capital Management Corp.. Noesis Capital Management Corp. is a Boca Raton, Florida-based investment advisor managing over $707 million in assets for individuals, corporations, and pension plans. The firm offers financial planning, portfolio management, and pension consulting services.
Noesis Capital Management Corp.

FOUNTAIN SQUARE, 2700 NORTH MILITARY TRAIL

BOCA RATON, FL 33431

$707.20M

Assets Under Management

2

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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assets under advisement

Assets under advisement

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.

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percentage of assets

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

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Christian Paterok’s Registration & Firm History

FL

02/22/2016 - Present

Noesis Capital Management Corp. (BOCA RATON FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christian Peter Paterok.
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