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Patrick Joseph McGonigle

Homrich Berg

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About Patrick Joseph McGonigle

Patrick McGonigle is a financial advisor at Homrich Berg, a firm that specializes in investment management and financial planning services. Patrick has over 13 years of experience in the financial services industry. Patrick has a Series 7 and Series 66 license and is also a Certified Financial Planner. He is registered to provide investment advice in Georgia. Patrick works with a variety of clients, including individuals, families, corporations, and foundations. Patrick's approach to financial planning is personalized and comprehensive. He takes the time to understand each client's individual goals and objectives and develops a plan to help them achieve them.

Firm Information

Patrick McGonigle is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Patrick McGonigle’s Registration & Firm History

GA

11/08/2021 - Present

Homrich Berg (ATLANTA GA)

MD

04/12/2010 - 06/17/2013

RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 11/20/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Joseph McGonigle.
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