PB
CFA
PB
CFA

Patrick James Brown

4 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
5 clients
Average Client Portfolio
$23.1M average
Assets Under Management
$115.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3838 Tamiami Trail N, Suite 100, Naples, FL, 34103

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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 works as an assistant portfolio manager for both Park Shore Partners and HBKS Wealth Advisors since December 2020. He dedicates about half his time to each role, including time during trading hours.

Employment History
Current Registrations
Park Shore Partners LLC
May 2021 - Present · 4 yrs 9 mos
Hbks Wealth Advisors
May 2021 - Present · 4 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.