linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patton Howell Roark

Richmond Capital Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patton? Claim Your Profile

About Patton Howell Roark

Patton Howell Roark is an investment advisor representative at Richmond Capital Management Inc. Patton is registered with the state of Virginia. Patton is a Chartered Financial Analyst (CFA) and specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Patton Roark is currently registered with Richmond Capital Management Inc.. Richmond Capital Management Inc. is an investment advisor headquartered in Richmond, VA. They manage a total of $5.59 billion in assets for a variety of clients, including individuals, corporations, and institutional investors. They provide a range of advisory services, including portfolio management, financial planning, and educational seminars. They specialize in managing investments for pooled investment vehicles, such as pension plans, and have experience with a wide range of clients, including insurance companies, charitable organizations, and state and municipal government entities.
Richmond Capital Management Inc.

1509A BELLEVILLE STREET

RICHMOND, VA 23230

$5.59B

Assets Under Management

Not reported

Total Clients

11

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patton Roark’s Registration & Firm History

VA

09/09/2003 - Present

Richmond Capital Management Inc. (RICHMOND VA)

Not sure if Patton Howell Roark is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patton Howell Roark.
Not sure if Patton Howell Roark is right for you?