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PATRICK FINANCIAL GROUP LLC.

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

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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 StatusApproved
Firm CRD#124610
SEC#801-80932
Assets Managed by Firm$132,418,405
No. of Clients1167
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total1167$132,418,405
Individuals (other than high net worth individuals)875$131,944,466
Pension and profit sharing plans4$473,939

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