AdvisorOS Directory
Claim Profile
AL

Anne Therese Lezotte

PATRICK FINANCIAL GROUP, L.L.C.·BRIGHTON, Michigan
Unclaimed Profile
MILLPOND PARKE OFFICE BUILDING, BRIGHTON, MI 48116CRD# 5071528Firm CRD# 124610
01

About

Anne Therese Lezotte is a registered financial advisor based in BRIGHTON, Michigan, affiliated with PATRICK FINANCIAL GROUP, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PATRICK FINANCIAL GROUP, L.L.C.
PATRICK FINANCIAL GROUP LLC.
AUM
$132M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PATRICK FINANCIAL GROUP, L.L.C. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5071528
Firm CRD# 124610
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BRIGHTON?

Browse all registered financial advisors in BRIGHTON, Michigan or claim this profile if it's yours.

Browse BRIGHTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Anne Therese Lezotte offer?
Anne Therese Lezotte specializes in Investment Management, Fee-Only Advisory. Contact their office in BRIGHTON, Michigan for a consultation.
What are Anne Therese Lezotte's credentials?
Anne Therese Lezotte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Therese Lezotte located?
Anne Therese Lezotte is based in BRIGHTON, Michigan, working with PATRICK FINANCIAL GROUP, L.L.C.. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.
How does Anne Therese Lezotte charge for services?
Anne Therese Lezotte's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATRICK FINANCIAL GROUP, L.L.C.?
PATRICK FINANCIAL GROUP, L.L.C. has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BRIGHTON
Michael Robert Chechel — EXECUTIVE WEALTH MANAGEMENT, LLCAdam R Kulesza — EXECUTIVE WEALTH MANAGEMENT, LLCEric Velibor Perich — 401(K) GPS, LLCGregory Joseph Barber — EXECUTIVE WEALTH MANAGEMENT, LLCAlbert Pingree Herzog — EXECUTIVE WEALTH MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile