Patrick Financial Group, L.L.C.
● SEC registered since 2015CRD 124610SEC# 801-80932Brighton, MI
Reg. AUM
$170.4M
Employees
2
Accounts
603
Location
Brighton, MI
Patrick Financial Group, L.L.C. assets under management
Patrick Financial Group, L.L.C. operates as an SEC-registered investment adviser based in Brighton, MI. The firm has been registered since 2015. It reports $170.4 million in regulatory assets under management and employs 2 people.
Patrick Financial Group, L.L.C. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Accounting & Tax Services, Inc. Control | Member | Over 75% | 2022 |
| Anne Therese Lezotte Control | Chief Compliance Officer | Under 5% | 2022 |
| John Brenner Pelon Control | President | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Patrick Financial Group, L.L.C. manage?
Patrick Financial Group, L.L.C. reports $170.4 million in regulatory assets under management on its Form ADV.
How many employees does Patrick Financial Group, L.L.C. have?
Patrick Financial Group, L.L.C. reports 2 employees.
Where is Patrick Financial Group, L.L.C. located?
Patrick Financial Group, L.L.C. is based in Brighton, MI and has been SEC-registered since 2015.
Does Patrick Financial Group, L.L.C. disclose fund performance?
Patrick Financial Group, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Millpond Parke Office Building, 824 West Grand River Avenue, Brighton, MI 48116 |
| Phone | 810-225-9876 |
| Fax | 810-225-3350 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$170.4M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$170.4Mregulatory AUM
Discretionary $170.4M