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Deighan Daniel Patrick (Melbourne)


Deighan Daniel Patrick is a large advisory firm based in Melbourne. It manages $47.97 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.




Deighan Daniel Patrick provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Deighan Daniel Patrick: assets under management

The assets under management (AUM) of Deighan Daniel Patrick is $47.97 million. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.63 million in discretionary accounts and $35.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $168.43 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.07 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Deighan Daniel Patrick for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Melbourne

The principal office where Deighan Daniel Patrick performs its advisory services is located at 47 W New Haven Ave Ste 200, Melbourne, FL 32901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 321-728-3888 or by fax 321-729-0201. The normal business hours are 8am to 5:00pm on Monday - Friday.


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