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Patriot Wealth Management, Inc. Info

Patriot Wealth Management, Inc. info

Patriot Wealth Management, Inc. (SEC CIK 1347104) first filed with the SEC on 2007-02-14 (Form 13F-HR) and has filed 50 times since, including 49 Form 13F-HR quarterly holdings reports. It is organized in TX and registered at 1800 BERING DRIVE, SUITE 250, HOUSTON, TX, 77057.

  • Name: Value Patriot Wealth Management, Inc..
  • SEC CIK: Value 1347104.
  • State of organization: Value TX.
  • Business address: Value 1800 BERING DRIVE, SUITE 250, HOUSTON, TX, 77057.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NamePatriot Wealth Management, Inc.
SEC CIK1347104
State of organizationTX
Business address1800 BERING DRIVE, SUITE 250, HOUSTON, TX, 77057
Mailing address1800 BERING DRIVE, SUITE 250, HOUSTON, TX, 77057
Phone(713) 344-9300
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2007-02-14 (Form 13F-HR)
Latest SEC filing2019-01-07 (Form 13F-HR)
Filings on EDGAR50
First Form 13F-HR2007-02-14 (quarter ended 2006-12-31)
Latest Form 13F-HR2019-01-07 (quarter ended 2018-12-31)
Form 13F-HR filings49

Filings by Form

FormFilingsLatest
13F-HR492019-01-07
13F-HR/A12007-08-14

Filings by Year

YearFilingsForm 13F-HR
201911
201844
201744
201644
201544
201444
201344
201244
201144
201044
200944
200844
200754

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