PATRIOT FINANCIAL MANAGER, L.P.

Four Radnor Corporate Center
100 Matsonford Road Suite 210
Radnor, Pennsylvania 19087
Tel: 215-399-4650

About PATRIOT FINANCIAL MANAGER, L.P.

PATRIOT FINANCIAL MANAGER, LP, formally registered with the SEC as PATRIOT FINANCIAL MANAGER, LP. The firm was established in 03/12/2012. They have over 1 offices throughout the country.

PATRIOT FINANCIAL MANAGER, L.P. is a Radnor, Pennsylvania based Financial Planning firm with nearly $1,038,949,900 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159818
SEC#	801-73715
Assets Managed by Firm	$1,038,949,900
No. of Clients	5
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based
Other (DIRECTOR FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$1,038,949,900

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