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Patrick Alan Riley

SAWGRASS ASSET MANAGEMENT LLC·PONTE VEDRA BEACH, Florida
Unclaimed Profile
5000 SAWGRASS VILLAGE CIRCLE, PONTE VEDRA BEACH, FL 32082CRD# 4726836Firm CRD# 108831
01

About

Patrick Alan Riley is a registered financial advisor based in PONTE VEDRA BEACH, Florida, affiliated with SAWGRASS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SAWGRASS ASSET MANAGEMENT LLC
SAWGRASS ASSET MANAGEMENT LLC
AUM
$2.3B
Regulatory assets under management
Employees
16
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4726836
Firm CRD# 108831
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Alan Riley offer?
Patrick Alan Riley specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.
What are Patrick Alan Riley's credentials?
Patrick Alan Riley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Alan Riley located?
Patrick Alan Riley is based in PONTE VEDRA BEACH, Florida, working with SAWGRASS ASSET MANAGEMENT LLC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.
How does Patrick Alan Riley charge for services?
Patrick Alan Riley's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAWGRASS ASSET MANAGEMENT LLC?
SAWGRASS ASSET MANAGEMENT LLC has approximately 16 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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