PATRICK FINANCIAL GROUP, L.L.C. of BRIGHTON, MI is an SEC-registered investment adviser (CRD 124610). Regulatory assets under management: $170.4M.
Compensation: % of AUM.
Clients served: High net worth.
| 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 | — |