← Back to searchVisit website
PATRIOT ASSET ADVISORS, LLC
CRD 293632
7889 E BROAD ST SW, PATASKALA, OH, 43062, United States
Phone
614-944-5225
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.3M
Discretionary AUM
$61.3M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 237 | $41.6M |
| High net worth individuals | 31 | $18.4M |
| Pension/profit sharing plans | 1 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD