PATRICK CAPITAL MARKETS, LLC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 16518
- Registered since
- July 12, 1985
Firm profile
FINTRXOverview
Patrick Capital Markets, LLC is organized as a limited liability company and has been SEC-registered since 1985. The snapshot identifies ownership as a combination of a domestic entity and an individual, and the firm is listed under an unclassified designation in the available data. The firm's profile indicates it is not recorded as a capital allocator and does not identify as an active ESG investor. It is also not flagged as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Key details such as client types, fee structure and specific advisory activities were not provided in the dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2RYAN KLUMP
Chief Operating OfficerCRD 4762698
ROBERT WELLINGTON
Chief Operating OfficerCRD 5600454
Contacts
3 of 35JASON PUESCHEL
Managing DirectorCRD 2257351
Terrance Webster
Compliance OfficerCRD 6826889
DAVID STIEBER
Co-Founder and Managing DirectorCRD 4178089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 11152 S Towne Sq
- Time zone
- CT (UTC-6)
- Office locations
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