CRD: 172470
THE Patriot Financial Group, LLC
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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-09-2014
- Office Locations
- 19
Office Locations
About THE Patriot Financial Group, LLC
The Patriot Financial Group supports independent financial advisors with a team-based model, best-in-class tools/technology, and deep back-office support. Advisors get individualized marketing plus practice management/coaching, succession and contingency planning, and a partnership program for comprehensive financial planning. Open, non-proprietary architecture with access to ETFs and public funds; often custody at Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL PAUL TASHJIAN
Chief Executive Officer
- CRD
- #2679784
- Ownership
- 75% or more
Jon J Loranger
Chief Compliance Officer, EVP Compliance and Operations
- CRD
- #4875690
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Gregory M Adamczyk
--
- CRD
- #5616108
Spencer Adams
--
- CRD
- #8109365
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,639,440,550 | $470,153 |
| Non-Discretionary | $23,366 | $23,366 |
| Total | $2,639,463,916 | $470,074 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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