About Dana N. Weinstein of PATRIOT WEALTH

Dana N. Weinstein is Principal at Patriot Wealth Management Inc. and has been affiliated with Patriot Wealth Management Inc. since December-2005.

Patriot Wealth Management Inc. is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 13 employees, of which 12 perform investment advisory functions. The managers's latest filing has disclosed 518MM in positions, which represents 37% of the manager's regulatory AUM.

For more on Patriot Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

PATRIOT WEALTH StockAlpha

+0.4%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: +0.4%/yr

Co-workers of Dana N. Weinstein at PATRIOT WEALTH

Name Title In Position Since
Todd E. Hanslik Principal/ Chief Compliance Officer February-2004
Jeffrey R. Swantkowski Principal February-2004
Anna Maria Jones Principal December-2005
Billie S. Murski Principal January-2007
Robert C. Leslie Chief Investment Officer July-2013

Fundamental & Technical Factor Exposure

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Dana N. Weinstein Office Address

1800 BERING DRIVE
SUITE 250
HOUSTON, Texas
UNITED STATES, 77057

Dana N. Weinstein Contact Information

Phone Number: 713-344-9300
Fax Number: 713-344-9299
Website:

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