THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

THE PATRIOT FINANCIAL GROUP, LLC
WALPOLE, Massachusetts·3 registered advisors·CRD# 172470
SEC# 801-8024524508-251-6100
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
71
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

3 registered advisors
David Michael Odonnell
WALPOLE, Massachusetts
Jon J Loranger
WALPOLE, Massachusetts
Michael Paul Tashjian
WALPOLE, Massachusetts
05

Office Locations

WALPOLE, Massachusetts
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC (CRD# 172470) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.