Patrick Financial Group LLC

Patrick Financial Group LLC (CRD# 124610) is a financial advisory firm headquartered in Brighton, MI. They manage $132,418,405 in 1,167 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
Millpond Parke Office Building, 824 West Grand River Avenue, Brighton, MI 48116
https://patrickfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    1,167
    ACCOUNTS
  • Average Account Value
    $113,469
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, MI, TX

Financial Advisors at Patrick Financial Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Pelon, financial advisor Brighton MI
John B. Pelon
CRD#: 6058784
Millpond Parke Office Building, 824 West Grand River Avenue, Brighton, MI 48116

John Pelon (CRD# 6058784) is an Investment Advisor Representative working at Patrick Financial Group LLC in Brighton, MI and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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