Unclaimed Profile

John Brenner Pelon

PATRICK FINANCIAL GROUP, L.L.C.·BRIGHTON, Michigan

Clean recordPATRICK FINANCIAL GROUP, L.L.C.

MILLPOND PARKE OFFICE BUILDING, BRIGHTON, MI 48116CRD# 6058784Firm CRD# 124610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Brenner Pelon · BRIGHTON, MI

Registration

CRD #6058784 · PATRICK FINANCIAL GROUP, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PATRICK FINANCIAL GROUP, L.L.C.

PATRICK FINANCIAL GROUP LLC.

AUM

$132M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PATRICK FINANCIAL GROUP, L.L.C. →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6058784

Firm CRD# 124610

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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