P
CRD: 270023
Patriot Securities LLC
Jupiter, FL, 33458
5612499795
$30.3M Total AUM
$30.3M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
10 yrs Firm Age
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- Custodian
- Janney ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2015
- Office Locations
- 1
Office Locations
4600 Military Trail Suite 222 Jupiter FL
About Patriot Securities LLC
Patriot Securities LLC is a Jupiter-based RIA. The firm has been operating for 10 years. Managing $30.3M in total assets under management, with 1 advisory representatives. They custody assets with Janney and Wells Fargo. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$30.3M AVG AUM / ADVISOR
$644.7K AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Momentum Momentum
Investment Themes
Wave Pioneer
Investment Vehicles
Zenith
Services
Radial glacier Oak element Signal momentum
Owner & Executives
J
JOSEPH DUVAL LABANZ
Chief Compliance Officer, DIRECTOR, Vice President
- CRD
- #2227594
- Ownership
- 75% or more
(480) 959-3075
vital.beacon@pioneercapital.com
in linkedin.com/in/alpha-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,300,000
Equity - Exchange:
8.1% Public Funds:
27.1% Cash:
30.0% Corporate - Investment Grade:
14.6% Corporate - Non-Investment Grade:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $553,104,827 | 8.1% |
| Public Funds | $1,850,511,211 | 27.1% |
| Cash | $2,048,536,396 | 30.0% |
| Corporate - Investment Grade | $996,954,379 | 14.6% |
| Corporate - Non-Investment Grade | $1,379,347,839 | 20.2% |
| Total | $6,828,454,652 | 100.0% |