Overview
Assets Under Management: $144 million
Headquarters: BRIGHTON, MI
Frequently Asked Questions
PATRICK FINANCIAL GROUP, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124610), PATRICK FINANCIAL GROUP, L.L.C. is subject to fiduciary duty under federal law.
PATRICK FINANCIAL GROUP, L.L.C. is headquartered in BRIGHTON, MI.
According to their SEC Form ADV, PATRICK FINANCIAL GROUP, L.L.C. offers portfolio management for individuals. View all service details ↓
PATRICK FINANCIAL GROUP, L.L.C. manages $144 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, PATRICK FINANCIAL GROUP, L.L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Total Client Accounts: 1,232
Discretionary Accounts: 1,232
Regulatory Filings
CRD Number: 124610
Filing ID: 1970385
Last Filing Date: 2025-03-27 15:20:00
Website: https://patrickfinancialgroup.com