Patriot Advisory Group
Patriot Advisory Group (CRD# 120649) is a financial advisory firm headquartered in Portsmouth, NH. They manage $23,299,982 in 130 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management23MILLION
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Total Number of Accounts130ACCOUNTS
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Average Account Value$179,231
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NH, TX
Financial Advisors at Patriot Advisory Group
1
Mark Berube (CRD# 1555856) is an Investment Advisor Representative working at Patriot Advisory Group in La Quinta, CA and has over 37 years of experience in the finance industry.
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