PATRIOT FINANCIAL MANAGER, L.P.

RADNOR, Pennsylvania·3 registered advisors·CRD# 159818
SEC# 801-737150215-399-4650
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: DIRECTOR FEES
03

Specialties

Retirement Planning
04

Advisors at PATRIOT FINANCIAL MANAGER, L.P.

3 registered advisors
James Joseph Lynch
RADNOR, Pennsylvania
James Joseph Murphy
RADNOR, Pennsylvania
Walter Kirk Wycoff
RADNOR, Pennsylvania
05

Office Locations

RADNOR, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. PATRIOT FINANCIAL MANAGER, L.P. (CRD# 159818) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.