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The Patriot Financial Group Insurance Agency, LLC

● SEC registered since 2014CRD 172470SEC# 801-80245Walpole, MA
Export (members)
Reg. AUM
$2.64B
Employees
59
Accounts
5,615
Location
Walpole, MA

The Patriot Financial Group Insurance Agency, LLC assets under management

The Patriot Financial Group Insurance Agency, LLC operates as an SEC-registered investment adviser based in Walpole, MA. The firm has been registered since 2014. It reports $2.6 billion in regulatory assets under management and employs 59 people.
www.joffreysmith.comView on SEC.gov ↗

The Patriot Financial Group Insurance Agency, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jon J Loranger ControlChief Compliance OfficerUnder 5%2021
Michael Paul Tashjian ControlChief Executive OfficerOver 75%2015

Frequently asked questions

How much does The Patriot Financial Group Insurance Agency, LLC manage?

The Patriot Financial Group Insurance Agency, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does The Patriot Financial Group Insurance Agency, LLC have?

The Patriot Financial Group Insurance Agency, LLC reports 59 employees.

Where is The Patriot Financial Group Insurance Agency, LLC located?

The Patriot Financial Group Insurance Agency, LLC is based in Walpole, MA and has been SEC-registered since 2014.

Does The Patriot Financial Group Insurance Agency, LLC disclose fund performance?

The Patriot Financial Group Insurance Agency, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address55 West Street, Suite 201, Walpole, MA 02081
Phone508-251-6100
Fax(508) 573-1076
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.64B▲ 25%
Jan '25 — $2.12BFeb '25 — $2.12BMar '25 — $2.41BApr '25 — $2.41BMay '25 — $2.41BJun '25 — $2.41BJul '25 — $2.41BAug '25 — $2.41BSep '25 — $2.41BOct '25 — $2.41BNov '25 — $2.41BDec '25 — $2.41BJan '26 — $2.41BFeb '26 — $2.41BMar '26 — $2.64BApr '26 — $2.64BMay '26 — $2.64BJun '26 — $2.64B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers

Assets under management

$2.64Bregulatory AUM
Discretionary $2.64BNon-discretionary $23K