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Building 2PATRIOT ADVISORS, INC.

Map pinEXTON, PA
Phone610-458-3378
NotebookSEC #801-55777
Total AUM
$194.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
717 CONSTITUTION DRIVE
SUITE 104
EXTON
PA 19341
USA
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
610-458-3378

ReceiptFinancials

Total AUM
$194.2M
Accounts
136
Discretionary
$0
Accounts
0
Non-Discretionary
$194.2M
Accounts
136

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DENJPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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