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PATRICK FINANCIAL GROUP, L.L.C.
PATRICK FINANCIAL GROUP, L.L.C.
PATRICK FINANCIAL GROUP LLC.
BRIGHTON, Michigan
·
4 registered advisors
·
CRD# 124610
SEC# 801-80932
0
810-225-9876
01
Firm Overview
AUM
$132M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at PATRICK FINANCIAL GROUP, L.L.C.
4 registered advisors
Anne Therese Lezotte
BRIGHTON, Michigan
CRD# 5071528
James Robert Sullivan
BRIGHTON, Michigan
CRD# 7162649
Jobie Allen Patrick
BRIGHTON, Michigan
CRD# 2070897
John Brenner Pelon
BRIGHTON, Michigan
CRD# 6058784
05
Office Locations
BRIGHTON, Michigan
4 advisors
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Data sourced from SEC Form ADV filings. PATRICK FINANCIAL GROUP, L.L.C. (CRD# 124610) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.