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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-24-2016
- Office Locations
- 1
Office Locations
About RJ Patterson Group
RJ Patterson Group is a San Diego–based wealth management firm led by Robert Patterson, providing customized financial planning and investment management for individuals, couples, and business owners. Services span retirement accumulation and distribution planning, tax and college planning, risk management, estate planning and personal trust services, plus 401(k) plan solutions for businesses. Client portfolios are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT JAMES PATTERSON
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer
- CRD
- #3221228
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kameron Said Barzegar
Account Executive, Investment Advisor
- CRD
- #7420772
Malek Hage Hassan
--
- CRD
- #7950246
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,396,919 | $273,315 |
| Non-Discretionary | $0 | -- |
| Total | $142,396,919 | $273,315 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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