PATRICK FINANCIAL GROUP LLC.
Total AUM
$43.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
MILLPOND PARKE OFFICE BUILDING
824 WEST GRAND RIVER AVENUE
BRIGHTON
MI 48116
United States
824 WEST GRAND RIVER AVENUE
BRIGHTON
MI 48116
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
810-225-9876
Financials
Total AUM
$43.9M
Accounts
360Discretionary
$43.9M
Accounts
360Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.