P
CRD: 317437
Patriots First Financial Advisors, LLC
Traverse City, MI
8188087448
$4.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-28-2022
- Office Locations
- 1
Office Locations
-- Traverse City MI
About Patriots First Financial Advisors, LLC
Patriots First Financial Advisors, LLC is a Traverse City-based RIA. The firm has been operating for 4 years. Managing $4.2M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Beacon alpha North
Client Personas
Vital
Investment Themes
Pioneer momentum Prime
Investment Vehicles
Horizon Peak
Services
Pioneer beacon Wave pioneer Oak unison
Owner & Executives
TODD JEFFERY KLEINFELD
President
- CRD
- #1998596
- Ownership
- 75% or more
(524) 487-2338
foundation.catalyst@meridiancapital.com
in linkedin.com/in/vertex-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,175,472 | -- |
| Total | $4,175,472 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,175,472
Corporate - Investment Grade:
23.9% Equity - Exchange:
20.7% Municipal Bonds:
23.4% Cash:
13.5% U.S. Government/Agency:
18.5% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $1,785,115,304 | 23.9% |
| Equity - Exchange | $1,546,104,050 | 20.7% |
| Municipal Bonds | $1,747,769,795 | 23.4% |
| Cash | $1,008,328,728 | 13.5% |
| U.S. Government/Agency | $1,381,783,812 | 18.5% |
| Total | $7,469,101,689 | 100.0% |