| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Odonnell Control | Managing Member / President | 50-75% | 2004 |
| Jon J Loranger Control | Chief Compliance Officer | Under 5% | 2021 |
| Michael Paul Tashjian Control | Chief Executive Officer | 50-75% | 2015 |
The Patriot Financial Group Insurance Agency, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
The Patriot Financial Group Insurance Agency, LLC reports 64 employees.
The Patriot Financial Group Insurance Agency, LLC is based in Walpole, MA and has been SEC-registered since 2014.
The Patriot Financial Group Insurance Agency, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 55 West Street, Suite 201, Walpole, MA 02081 |
| Phone | 508-251-6100 |
| Fax | (508) 573-1076 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.41B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.41B |