Patrick Financial Group LLC

Patrick Financial Group LLC (CRD# 124610) is a financial advisory firm headquartered in Brighton, MI. They manage $123,000,000 in 1,327 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    1,327
    ACCOUNTS
  • Average Account Value
    $92,690
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Patrick Financial Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jobie A. Patrick
CRD#: 2070897
Millpond Parke Office Building, 824 West Grand River Avenue, Brighton, MI 48116
69
Wealthminder
score

Jobie Patrick (CRD# 2070897) is an Investment Advisor Representative working at Patrick Financial Group LLC in Brighton, MI and has over 24 years of experience in the finance industry.

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