$22.6M Total AUM
$22.6M Disc. AUM
-- 3Y CAGR
2 Employees
116 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber northInsight oak +more
- Established Date
- 10-29-2002
- Office Locations
- 1
Office Locations
1 NEW Hampshire Avenue Suite 125 Portsmouth NH
About Patriot Advisory Group
Patriot Advisory Group is a fee-based fiduciary wealth manager focused on goal-based planning and portfolio execution, using a dynamic, transparent investment approach. The firm builds tailored solutions ranging from “world in one account” portfolios to targeted asset-class strategies. As of 2024, it works exclusively with referred clients and custodies with Charles Schwab.
Team overview
60 AVG AGE
$22.6M AVG AUM / ADVISOR
$194.9K AVG AUM / CLIENT
23.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Element unison
Client Personas
Bridge
Custodian
Oak vital Wave element Ember
Investment Themes
North zenith
Investment Vehicles
Peak
Services
Oak matrix Oak Bridge horizon Matrix Summit Quantum oak Optima
Technology
Optima Oak meridian Timber
Owner & Executives
MARK ANTHONY BERUBE
Chief Compliance Officer, Owner, President
- CRD
- #1555856
- Ownership
- 75% or more
(863) 590-9894
timber.signal@embercapital.com
in linkedin.com/in/unison-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,610,864 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,610,864 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,610,864
Equity - OTC:
31.9% Equity - Exchange:
34.6% Cash:
33.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $567,978,665 | 31.9% |
| Equity - Exchange | $616,052,095 | 34.6% |
| Cash | $596,466,623 | 33.5% |
| Total | $1,780,497,383 | 100.0% |