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Building 2PATRICK FINANCIAL GROUP LLC.

Map pinBRIGHTON, MI
Phone810-225-9876
NotebookSEC #801-80932
Total AUM
$170.4M
Employees
2
Clients
607

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
MILLPOND PARKE OFFICE BUILDING
824 WEST GRAND RIVER AVENUE
BRIGHTON
MI 48116
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
810-225-9876

ReceiptFinancials

Total AUM
$170.4M
Accounts
603
Discretionary
$170.4M
Accounts
603
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
603
AUM
$169.8M
Pension/Profit Sharing Plan Clients
4
AUM
$684.5K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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

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