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John Brenner Pelon

PATRICK FINANCIAL GROUP, L.L.C.·BRIGHTON, Michigan
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MILLPOND PARKE OFFICE BUILDING, BRIGHTON, MI 48116CRD# 6058784Firm CRD# 124610
01

About

John Brenner Pelon 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
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6058784
Firm CRD# 124610
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Brenner Pelon offer?
John Brenner Pelon specializes in Investment Management, Fee-Only Advisory. Contact their office in BRIGHTON, Michigan for a consultation.
What are John Brenner Pelon's credentials?
John Brenner Pelon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Brenner Pelon located?
John Brenner Pelon 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 John Brenner Pelon charge for services?
John Brenner Pelon'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.
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