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Todd Allen Patrick

Grant Thornton Financial Advisors LLC

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About Todd Allen Patrick

Todd Allen Patrick is a financial advisor with Grant Thornton Financial Advisors LLC in Dallas, Texas. Todd has been in the industry since June 2007 and has been registered with Grant Thornton Financial Advisors LLC since July 2014. Todd is a Chartered Financial Analyst. Todd also has a principal position with Grant Thornton LLP, an audit, tax and advisory services firm. Todd's other business duties include valuation of business and business interests including equity interests, liabilities and debt, options and derivatives, intellectual property, and other tangible and intangible assets for a variety of purposes including financial consulting, board advisory, litigation support, and financial reporting.

Firm Information

Todd Patrick is currently registered with Grant Thornton Financial Advisors LLC. Grant Thornton Financial Advisors LLC is an investment advisor with 12 investment advisor representatives. The firm provides fairness opinions and solicitation services for a range of clients, including other investment advisors, corporations, and institutions.

Not reported

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.

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fairness opinions and solicitation services

Fairness opinions and solicitation 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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Todd Patrick’s Registration & Firm History

TX

07/24/2014 - Present

Grant Thornton Financial Advisors LLC (DALLAS TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Allen Patrick.
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