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PATRICK FINANCIAL GROUP LLC.
PATRICK FINANCIAL GROUP, L.L.C.
CRD 124610 · SEC 801-80932
MILLPOND PARKE OFFICE BUILDING, 824 WEST GRAND RIVER AVENUE, BRIGHTON, MI, 48116, United States
Phone
810-225-9876
Fax
810-225-3350
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$170.4M
Discretionary AUM
$170.4M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 603 | $169.8M |
| Pension/profit sharing plans | 4 | $685K |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD