Patriot Financial Manager, LP
Patriot Financial Manager, LP (CRD# 159818) is a financial advisory firm headquartered in Philadelphia, PA. They manage $651,335,818 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management651MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$162,833,955
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)