PS
PS

Patrick Sean Scobie

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
345 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$634.4M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

220 S. School Ave., Fayetteville, AR, 72701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Patrick is the Chairman of the Board for Mason Companies Inc., a catalog sales company, since 2004. He spends about 10-20% of his time on this role, presiding over meetings and representing shareholders.

Employment History
Current Registrations
Cabana Asset Management
May 2015 - Present · 10 yrs 9 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.