PATRICK FINANCIAL GROUP LLC.

Millpond Parke Office Building
824 West Grand River Avenue
Brighton, Michigan 48116
Tel: 810-225-9876

About PATRICK FINANCIAL GROUP LLC.

PATRICK FINANCIAL GROUP LLC, formally registered with the SEC as PATRICK FINANCIAL GROUP LLC. The firm was established in 02/02/2015. They have over 1 offices throughout the country.

PATRICK FINANCIAL GROUP LLC. is a Brighton, Michigan based Financial Planning firm with nearly $132,418,405 assets under management, offering retirement planning & investment advisory services to 1167 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124610
SEC#	801-80932
Assets Managed by Firm	$132,418,405
No. of Clients	1167
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1167	$132,418,405
Individuals (other than high net worth individuals)	875	$131,944,466
Pension and profit sharing plans	4	$473,939

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