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PATTON FUND MANAGEMENT, INC.

UUID81b7075c-10e3-5442-89a9-65f4fd19fcce
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 120533 120533 1.0
sec_file_number 801-88211 801-88211

Profile

WebsiteHTTPS://WWW.LINKEDIN.COM/IN/MARK-PATTON-5771A11/
HQ CityDALLAS
HQ StateTX
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • PATTON WEALTH ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)671,106,167.0
  • RAUM (discretionary)671,106,167.0
  • Actionable assets654,931,923.0
  • Accounts262.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM35,623,764.0
  • Charitable AUM349,481.0
  • HNW AUM201,480,464.0

As of 2025-03-14 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.