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Patton Wealth Advisors Logo
Patton Wealth Advisors CB Rank
3054953
Heat Score
43
Patton Wealth Advisors offers tailored investment management, advisory, wealth planning, and company retirement planning services.
Founded
obfuscation
Private Dallas, Texas, United States1-10 pattonwealth.com
Advice
Asset Management
Financial Services
Retirement
Overview

Patton Wealth Advisors
Heat Score
43

Growth Score
pts
in past quarter
Heat Score 43
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Patton Wealth Advisors

CB Rank
3054953
Patton Wealth Advisors offers tailored investment management, advisory, wealth planning, and company retirement planning services.
Founded
obfuscation
Private Dallas, Texas, United States1-10 pattonwealth.com
Advice
Asset Management
Financial Services
Retirement

Key People

Details

Legal Name Patton Fund Management, Inc
Operating Status Active
Company Type For Profit
Founders  Mark Patton
Phone Number +1-214-234-9900
Contact Email mark@pattonfunds.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Super-Diversification Portfolio Management
A portfolio management service that builds diversified portfolios across multiple asset classes to align with clients' risk tolerance and investment goals.
Audacity Strategy
A proprietary long/short hedging investment strategy based on behavioral finance principles to reduce portfolio risk and improve long-term returns.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

58
-96.57%
 in past month

IT Spend

$137.6KThis year, Patton Wealth Advisors is projected to spend $137.6K on IT, according to Aberdeen.

Actively Used Products

10Patton Wealth Advisors uses 10 technology products and services including HTML5, Google Fonts, and  jQuery, according to G2 Stack.

Active Website Tech Count

4Patton Wealth Advisors is actively using 4 technologies for its website, according to BuiltWith. These include Mobile Non Scaleable Content, CPanel, and  COVID-19.
Sub-Organizations
Frequently Asked Questions

Where is Patton Wealth Advisors's headquarters? Patton Wealth Advisors is located in Dallas, Texas, United States.Who are Patton Wealth Advisors's competitors? Alternatives and possible competitors to Patton Wealth Advisors may include Acadian Asset Management, Pendragon Capital Management, and  Spring Wealth Management Group.
Who We Are
What We Do
Helpful Links
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