Overview
Assets Under Management: $144 million
Headquarters: BRIGHTON, MI
High-Net-Worth Clients: 1
Average Client Assets: $144 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.59
Average High-Net-Worth Client Assets: $144 million
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