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 683MM in positions, which represents 49% 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 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 683MM in positions, which represents 49% 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
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.3%/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
Dana N. Weinstein Office Address
1800 BERING DRIVE
SUITE 250
HOUSTON, Texas
UNITED STATES, 77057
SUITE 250
HOUSTON, Texas
UNITED STATES, 77057
Dana N. Weinstein Contact Information
Phone Number: 713-344-9300
Fax Number: 713-344-9299
Website: http://patriotwealth.com/
Fax Number: 713-344-9299
Website: http://patriotwealth.com/
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