Patrick Financial Group LLC
Patrick Financial Group LLC is an SEC-registered mass-market adviser in Brighton, MI with $170.4M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Patrick Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124610, SEC 801-80932, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $170.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Brighton, MI
- Employees
- 2
- Clients
- 607
- CRD
- 124610
- Ownership
- PATRICK, JOBIE, ALLEN; ACCOUNTING & TAX SERVICES, INC.; LEZOTTE, ANNE, THERESE; PELON, JOHN, BRENNER; PATRICK,JOBIE,ALLEN
How much AUM does Patrick Financial Group LLC have?
Patrick Financial Group LLC reported $170.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Patrick Financial Group LLC?
Disclosed owners and executives of Patrick Financial Group LLC include PATRICK, JOBIE, ALLEN, ACCOUNTING & TAX SERVICES, INC., LEZOTTE, ANNE, THERESE, PELON, JOHN, BRENNER, PATRICK,JOBIE,ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.