Přihlásit se Zaregistrujte se zdarma

O'sullivan Creel Hicks Patton Private Client Services, LLP (Pensacola)


O'sullivan Creel Hicks Patton Private Client Services, LLP is a large advisory firm based in Pensacola. It manages $40.17 million of regulatory assets for 306 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama and Florida.




O'sullivan Creel Hicks Patton Private Client Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

O'sullivan Creel Hicks Patton Private Client Services: assets under management

The assets under management (AUM) of O'sullivan Creel Hicks Patton Private Client Services, LLP is $40.17 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts and $169 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $131.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $169 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay O'sullivan Creel Hicks Patton Private Client Services, LLP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pensacola

The principal office where O'sullivan Creel Hicks Patton Private Client Services, LLP performs its advisory services is located at 316 South Baylen Street, Pensacola, FL 32501, which is also the mailing address of the firm. An additional office of the firm is in Fort Walton Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 850-444-7222 or by fax 850-470-5545. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


Registered investment advisers similar to O'sullivan Creel Hicks Patton Private Client Services, LLP