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Patrick Alan Riley

SAWGRASS ASSET MANAGEMENT LLC·PONTE VEDRA BEACH, Florida
Clean record25 years registeredSAWGRASS ASSET MANAGEMENT LLC
5000 SAWGRASS VILLAGE CIRCLE, PONTE VEDRA BEACH, FL 32082CRD# 4726836Firm CRD# 108831

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Alan Riley · PONTE VEDRA BEACH, FL
Registration
CRD #4726836 · SAWGRASS ASSET MANAGEMENT LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

Nov 2000present
02

Registrations & Exams

Registration record
First registered · November 16, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAWGRASS ASSET MANAGEMENT LLC
CRD 108831 · SEC 801-55243
AUM
$2.3B
Regulatory assets under management
Employees
16
227 client accounts
Services offered by SAWGRASS ASSET MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

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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