← Tributary

RJ PATTERSON GROUP

SAN DIEGO, CA · CRD 281752 · IAPD ↗ · rjpattersongroup.com · 619-331-4133

$142.4MRegulatory AUM
2Advisory reps
5Employees
5Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — RJ PATTERSON GROUP (SAN DIEGO, CA) is newly SEC-registered with $142.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.