October 01, 2014 5:29 PM ET

Capital Markets

Company Overview of Patriot Wealth Management Inc.

Company Overview

Patriot Wealth Management, Inc. is an employee investment adviser. The firm also provides financial Planning and consulting services. It primarily provides its services to individuals and high net worth individuals. The firm also caters to pension and profit sharing plans, business entities, trusts, estates, and charitable organizations. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm invests in the public equity and fixed income markets of the United States. It also invests in mutual funds and exchange traded funds on discretionary basis. For its fixed investments, the firm invests in investment graded securities only. It employs a combination of f...

5847 San Felipe

Suite 200

Houston, TX 77057

United States

Founded in 2004

Phone:

713-344-9300

Fax:

713-344-9299

Key Executives for Patriot Wealth Management Inc.

Chief Operating Officer
Principal and Partner
Principal and Partner
Age: 53
Compensation as of Fiscal Year 2014.

Similar Private Companies By Industry

Company Name Region
Lloyds Securities Inc. United States
The Northern Trust Company, Research Division United States
Melvin Securities, L.L.C. United States
Highland Financial Corp. United States
PNC Fund Distributor LLC United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
NYC2012, Inc. United States
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Patriot Wealth Management Inc., please visit www.patriotwealth.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.