Network·Family Office

Patton Wealth Advisors

Unclaimed
Family Officetechnology
www.pattonwealth.com

SEC CRD #801-88211

About

--> Patton Wealth Management, Inc. - Investment Advisor | Financial Planning Patton Wealth Management, Inc. Form CRS Login Portal Preferences Log out --> Reports Select Tutorials Performance Summary Holdings Account Values Deposits / Withdrawals Management Fees Tax Planning Info Personal Information Risk Scores Disclosure Benchmark Portfolio Risk & Return Portfolio Profile Year-by-Year Returns Month-by-Month Returns Period Returns Comparables - Trends Performance Expectations Asset Classes Asset Class - Line Graph --> Range of Returns --> Competition Comparison Select Welcome Snapshot Performance Summary Risk Return Year-by-Year Returns Month-by-Month Returns Attribution --> Executive Summary Investment Characteristics Principles of the Strategy Strategy Overview Strategy Enhancement Risk Management Prior Fund & Research Investment Disciplines Testing the Strategy Fee Structure --> Performance Discussion --> Portfolio Impact --> Statistics Research vs Actual Performance Comparisons Drawdowns Rolling Returns Correlations Market Conditions Performance Attribution Quality Assurance Exposure Holdings Details Holdings Analysis Sector Analysis Stock Details Trade Samples Service Providers Money Movement Disclosure Fund Communications --> Video Tutorials Select Welcome Tutorial Portfolio Allocation Analysis Profiles Compare Allocations Current Holdings Planning Info Monthly Returns Daily Returns Compounded Returns Risk and Return Risk Characteristics Rolling Returns Relative Returns

Key Contact

MP

MARK PATTON

PRESIDENT AND CHIEF COMPLIANCE OFFICER

📞 (214) 234-9900

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AUM

$977M

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