Patronus Advisors, LLC is a large advisory firm based in Dallas. It manages $31.19 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Oklahoma and Texas.
Patronus Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Patronus Advisors, LLC is $31.19 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Patronus Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Patronus Advisors, LLC performs its advisory services is located at 3141 Hood Street, Dallas, TX 75219, 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 214.599.9967 or by fax 214.599.0954. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.patronusadvisors.com.