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PATRIOT ADVISORY GROUP
PATRIOT ADVISORY GROUP LLC.
CRD 120649
1 NEW HAMPSHIRE AVENUE, SUITE 125, PORTSMOUTH, NH, 03801, United States
Phone
(603) 766-1936
Fax
888-249-9189
Registration
— (—)
Source
State registered
Total AUM
$22.6M
Discretionary AUM
$22.6M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $16.4M |
| High net worth individuals | 4 | $6.2M |
All web addresses on file
Official SEC filing: View on IAPD