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PATRIOT SECURITIES LLC
CRD 270023
4600 MILITARY TRAIL, SUITE 222, JUPITER, FL, 33458, United States
Phone
(561) 249-9795
Fax
(561) 296-7477
Registration
— (—)
Source
State registered
Total AUM
$30.3M
Discretionary AUM
$30.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $15.3M |
| High net worth individuals | 7 | $15.1M |
Official SEC filing: View on IAPD