Dakota
Dakota
Book a Demo
Talk to an Expert

Bourbon Financial

EST. AUM
$250,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number 152178
Website bourbonfm.com
Client types

Overview

Bourbon Financial is a RIA located in Chicago that is ran by Patrick Bourbon. He allocates to external managers across all traditional asset closes - both passive and active.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy