$170.4M Total AUM
$170.4M Disc. AUM
5.6% 3Y CAGR
2 Employees
607 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Catalyst value
- Established Date
- 10-19-2010
- Office Locations
- 1
Office Locations
Millpond Parke Office Building 824 West Grand River Avenue Brighton MI
About Patrick Financial Group Llc.
Patrick Financial Group, L.L.C. is a Brighton, Michigan-registered investment adviser focused on helping clients implement financial and wealth-preservation strategies. The firm offers access to actively managed, no-load portfolios and emphasizes ongoing, personal guidance and downside-risk management, including pre-defined exit plans for changing markets. Public filings indicate a portfolio mix heavily oriented to ETFs.
Team overview
-- AVG AGE
$170.4M AVG AUM / ADVISOR
$280.8K AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Harbor summit
Client Personas
Vector Crest
Custodian
Prime horizon
Investment Themes
Vital prime Pathway
Investment Vehicles
Eagle bridge
Platform
Vector peak
Services
Ember legacy Radial foundation Alpha Delta Beacon North legacy
Technology
Oak capital
Owner & Executives
A
ANNE THERESE LEZOTTE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(415) 473-2150
foundation.eagle@oakcapital.com
in linkedin.com/in/timber-summit
JOHN BRENNER PELON
Investment Advisor, President
- CRD
- #6058784
- Ownership
- Less than 5%
(697) 359-8939
peak.quantum@beaconcapital.com
in linkedin.com/in/insight-delta
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,440,000 | $282,653 |
| Non-Discretionary | $0 | -- |
| Total | $170,440,000 | $282,653 |
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Separately Managed Accounts
Total SMA Asset: $170,440,000
Equity - Exchange:
33.8% Public Funds:
35.8% Cash:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,396,365,219 | 33.8% |
| Public Funds | $2,538,161,977 | 35.8% |
| Cash | $2,155,310,729 | 30.4% |
| Total | $7,089,837,925 | 100.0% |