PM
CFA
PM
CFA

Patrick Alexander Mosman

8 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
206 clients
Average Client Portfolio
$23.7M average
Assets Under Management
$4.9B

Fee Structure

Financial Planning:Investment management only
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Location

10829 Olive Blvd, St Louis, MO, 63141-7739

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Patrick is a partner in Rye Not, LLC, a liquor production holding company, since 2015. He dedicates minimal time to this business and has no day-to-day duties.

Employment History
Current Registrations
Kennedy Capital Management
January 2017 - Present · 9 yrs 1 mo
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.