THE PATRIOT FINANCIAL GROUP, LLC

55 West Street
Suite 201
Walpole, Massachusetts 02081
Tel: 508-251-6100

About THE PATRIOT FINANCIAL GROUP, LLC

THE PATRIOT FINANCIAL GROUP, LLC, formally registered with the SEC as THE PATRIOT FINANCIAL GROUP, LLC. The firm was established in 09/09/2014. They have over 26 offices throughout the country.

THE PATRIOT FINANCIAL GROUP, LLC is a Walpole, Massachusetts based Financial Planning firm with nearly $2,119,392,526 assets under management, offering retirement planning & investment advisory services to 6607 clients. The firm is staffed with 69 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172470
SEC#	801-80245
Assets Managed by Firm	$2,119,392,526
No. of Clients	6607
No. of Advisors	69

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6607	$2,119,392,526
Individuals (other than high net worth individuals)	2529	$628,434,749
High net worth individuals	244	$573,953,427
Pension and profit sharing plans	187	$890,651,763
Corporations or other businesses	48	$26,352,587

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