National Retirement Planning Experts

National Coverage
Local Professionals

PATRIOT FINANCIAL MANAGER, L.P.

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

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#159818
SEC#801-73715
Assets Managed by Firm$1,038,949,900
No. of Clients5
No. of Advisors16

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 ClientsAUM
Firm Total5$1,038,949,900

More Retirement Planning firms in Radnor, Pennsylvania:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VANGUARD GROUP INC
100 Vanguard Blvd, V26
Malvern, PA, 19355
$7,909,760,294,676209980
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue
Pittsburgh, PA, 15222-3779
$501,645,588,24580101
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard
Malvern, PA, 19355
$432,749,681,046153262
VANGUARD ADVISERS, INC.
100 Vanguard Blvd
Malvern, PA, 19355
$333,066,527,2688044622107
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive
Oaks, PA, 19456
$194,796,322,01393301411

Explore More Retirement Advisors in Radnor, Pennsylvania