PATRIOT ADVISORY GROUP

PATRIOT ADVISORY GROUP of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 120649). Regulatory assets under management: $22.6M.

Registration

• CRD: 120649
• Type: Registered investment adviser
• Location: 1 NEW HAMPSHIRE AVENUE, PORTSMOUTH, NH, 03801
• Phone: (603) 766-1936
• Latest filing: 2026-05-07
• Regulatory AUM: $22.6M
• Discretionary AUM: $22.6M
• Clients: 2
• Accounts: 116

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120649 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search