Patriot Asset Management, Inc.

Patriot Asset Management, Inc. (CRD# 166241) is a financial advisory firm headquartered in Tribes Hill, NY. They manage $28,409,986 in 266 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 370, Tribes Hill, NY 12177
https://www.patriotasset.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $106,804
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Patriot Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gerard Murray, financial advisor Tribes Hill NY
Gerard C. Murray
CRD#: 1074312
Tribes Hill, NY

Gerard Murray (CRD# 1074312) is an Investment Advisor Representative working at Patriot Asset Management, Inc. in Tribes Hill, NY and has over 17 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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