Millpond Parke Office Building
824 West Grand River Avenue
Brighton, Michigan 48116
Tel: 810-225-9876
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
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