Investment adviser · CRD 124610
PATRICK FINANCIAL GROUP LLC.
Investment adviser filing (IA)
PATRICK FINANCIAL GROUP, L.L.C.
BRIGHTON, MI, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $170M Form ADV · Item 5.F
- Client accounts
- 603 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 603 | $169,755,497 | 99.6% |
| Retirement plans | Fewer than 5 | $684,503 | 0.4% |
Filing source
Form ADV 2083439 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
MILLPOND PARKE OFFICE BUILDING, 824 WEST GRAND RIVER AVENUEBRIGHTON, MI, 48116, United States
CRD 124610
Filing source
Form ADV 2083439 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.