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Building 2PATRIOT FINANCIAL MANAGER, L.P.

Map pinRADNOR, PA
Phone215-399-4650
NotebookSEC #801-73715
Total AUM
$1.1B
Employees
16
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
FOUR RADNOR CORPORATE CENTER
100 MATSONFORD ROAD SUITE 210
RADNOR
PA 19087
United States
Operating Hours
9 AM - 5PM EST
Monday - Friday
Phone
215-399-4650

ReceiptFinancials

Total AUM
$1.1B
Accounts
5
Discretionary
$1.1B
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$1.1B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
DIRECTOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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