| Name | Title | Ownership | Since |
|---|---|---|---|
| Accounting & Tax Services, Inc. Control | Member | Over 75% | 2022 |
| Anne Therese Lezotte Control | Chief Compliance Officer | Under 5% | 2022 |
| John Brenner Pelon Control | President | Under 5% | 2022 |
Patrick Financial Group, L.L.C. reports $144.3 million in regulatory assets under management on its Form ADV.
Patrick Financial Group, L.L.C. reports 2 employees.
Patrick Financial Group, L.L.C. is based in Brighton, MI and has been SEC-registered since 2015.
Patrick Financial Group, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Millpond Parke Office Building, 824 West Grand River Avenue, Brighton, MI 48116 |
| Phone | 810-225-9876 |
| Fax | 810-225-3350 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $144.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $144.3M |