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Gilkison Patterson Investment Advisors Inc (Alexandria)


Gilkison Patterson Investment Advisors Inc is a large advisory firm based in Alexandria. It manages $549.68 million of regulatory assets for 315 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Virginia.




Gilkison Patterson Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gilkison Patterson Investment Advisors: assets under management

The assets under management (AUM) of Gilkison Patterson Investment Advisors Inc is $549.68 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $302.32 million in discretionary accounts and $247.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.11 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.75 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gilkison Patterson Investment Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alexandria

The principal office where Gilkison Patterson Investment Advisors Inc performs its advisory services is located at 1901 North Beauregard St, Alexandria, VA 22311, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-931-1366 or by fax 703-931-1464. The normal business hours are 8:30am to 5:30pm on Monday - Friday.


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