# PATRICK FINANCIAL GROUP, L.L.C.

PATRICK FINANCIAL GROUP, L.L.C. of BRIGHTON, MI is an SEC-registered investment adviser.

## Registration

- CRD: 124610
- Type: SEC-registered investment adviser
- SEC file number: 801-80932
- Location: MILLPOND PARKE OFFICE BUILDING, 824 WEST GRAND RIVER AVENUE, BRIGHTON, MI, 48116
- Phone: 810-225-9876
- Latest filing: 2026-03-31
- Regulatory AUM: $170.4M
- Discretionary AUM: $170.4M
- Clients: 2
- Accounts: 603

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| PATRICK BRODIE ALLEN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SOLE MEMBER | FERNDALE, WA |
| Patrick Allen | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SOLE MEMBER | Boston, MA |
| PATRICK JASON ALLEN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SOLE MEMBER | SKOKIE, IL |
| Anne Therese Lezotte | CHIEF COMPLIANCE OFFICER | — |
| John Brenner Pelon | PRESIDENT | — |
| James Robert Sullivan | CEO | — |
| SULLIVAN THOMAS ROBERT | CEO | — |
| LEZOTTE ANNE THERESE | CHIEF COMPLIANCE OFFICER | — |
| PELON JOHN BRENNER | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124610/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124610/similar
- Related entities: https://search.stillhousedata.com/firm/124610/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124610

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.