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Patriot Asset Management, Inc.

CRD 166241SEC# 801-122569
Export (members)
No longer SEC-registered. Patriot Asset Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$38.7M
Employees
1
Accounts
286
Location

Patriot Asset Management, Inc. assets under management

Patriot Asset Management, Inc. is an investment advisory firm registered with the SEC. It reports $38.7 million in regulatory assets under management and employs 1 people.

Patriot Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Gerard Charles Murray ControlOwnerOver 75%2017
Gerard Charles Murray ControlPresident - CcoUnder 5%2012

Frequently asked questions

How much does Patriot Asset Management, Inc. manage?

Patriot Asset Management, Inc. reports $38.7 million in regulatory assets under management on its Form ADV.

How many employees does Patriot Asset Management, Inc. have?

Patriot Asset Management, Inc. reports 1 employees.

Does Patriot Asset Management, Inc. disclose fund performance?

Patriot Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$38.7M
Non-discretionary$0
Total (RAUM)$38.7M