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THE PATRIOT GROUP, LLC
THE PATRIOT GROUP, LLC
DARIEN, Connecticut
·
4 registered advisors
·
CRD# 156727
SEC# 801-74156
203-852-6000
01
Firm Overview
AUM
$105M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at THE PATRIOT GROUP, LLC
4 registered advisors
John (nmn) Field
DARIEN, Connecticut
CRD# 5903880
Jonathan Thomas Kane
DARIEN, Connecticut
CRD# 2270230
Judith (nmn) Tucker
DARIEN, Connecticut
CRD# 5903860
Robert Alan Deutsch
DARIEN, Connecticut
CRD# 1600012
05
Office Locations
DARIEN, Connecticut
4 advisors
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Data sourced from SEC Form ADV filings. THE PATRIOT GROUP, LLC (CRD# 156727) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.