Four Radnor Corporate Center
100 Matsonford Road Suite 210
Radnor, Pennsylvania 19087
Tel: 215-399-4650
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5 | $1,038,949,900 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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