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Jack Patterson & Co. (Coral Gables)


Jack Patterson & Co. is an adviser based in Coral Gables. It manages $25 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Florida.

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Jack Patterson & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and asset allocation review services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jack Patterson &: assets under management

The assets under management (AUM) of Jack Patterson & Co. is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jack Patterson & Co. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Coral Gables

The principal office where Jack Patterson & Co. performs its advisory services is located at 2655 Le Jeune Road, Coral Gables, FL 33134, 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 305-648-3080 or by fax 305-441-0217. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.pattersonadvisors.com.


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