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Patrick Timothy Patton

Plante Moran Financial Advisors

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About Patrick Timothy Patton

Patrick Timothy Patton is an Investment Advisor Representative at Plante Moran Financial Advisors. Patrick Patton has been in the industry for 2 years. Patrick Timothy Patton is registered with the state of Michigan. Patrick Timothy Patton has passed the Series 65 exam. Patrick Patton specializes in providing financial advice to individuals, families, and businesses. Patrick Patton's office is located at 3000 Town Center, Suite 100, Southfield, MI 48075.

Firm Information

Patrick Patton is currently registered with Plante Moran Financial Advisors. Plante Moran Financial Advisors is a registered investment advisor with approximately $20.53 billion in regulatory assets under management. The firm provides financial planning, portfolio management for businesses and individuals. Plante Moran Financial Advisors has 132 investment advisory professionals and serves a variety of clients, including high-net-worth individuals, families, corporations, charitable organizations and other businesses.
Plante Moran Financial Advisors

3000 TOWN CENTER

SOUTHFIELD, MI 48075

$20.53B

Assets Under Management

5

Total Clients

111

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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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.

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 Patton’s Registration & Firm History

MI

01/30/2023 - Present

Plante Moran Financial Advisors (SOUTHFIELD MI)

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Licenses & Designations

IA

Issued 01/28/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Timothy Patton.
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