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
By the Numbers
-
Total Assets Under Management132MILLION
-
Total Number of Accounts1,167ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, FL, MI, TX
Financial Advisors at Patrick Financial Group LLC
1
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.
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