The Patriot Financial Group, LLC
The Patriot Financial Group, LLC (CRD# 172470) is a financial advisory firm headquartered in Walpole, MA. They manage $2,119,392,526 in 6,607 accounts and serve the financial needs of clients across 31 states (or territories).
-
Total Assets Under Management2,119MILLION
-
Total Number of Accounts6,607ACCOUNTS
-
Average Account Value$320,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Ellis Pfahl (CRD# 6305247) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Westborough, MA and has over 3 years of experience in the finance industry.
Theodore Provo (CRD# 6961893) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has 1 year of experience in the finance industry.
Adam Seifert (CRD# 5485306) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 11 years of experience in the finance industry.