← Back to searchVisit website
PATRIOT MULLARE ASSOCIATES, INC
PATRIOT MULLARE ASSOCIATES, INC.
CRD 122986 · SEC 801-63966
99 DERBY STREET, SUITE 200, HINGHAM, MA, 02043, United States
Phone
781-740-1000
Fax
781-556-1085
Registration
— (—)
Source
State registered
Total AUM
$37.6M
Discretionary AUM
$37.6M
Team
1 total employees; 1 advisory reps; 26 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $16.0M |
| Pension/profit sharing plans | 1 | $21.6M |
All web addresses on file
Official SEC filing: View on IAPD