The Patriot Financial Group Insurance Agency LLC

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CAFR Data
The Patriot Financial Group Insurance Agency LLC
CRD #172470
SEC #801-80245
CIK #
AUM $306.3 MM (85% Disc, 100% US)
Employees35 (100% Investors, 91% Brokers)
Phone508-251-6100
Address182 Turnpike Road
Westborough, MA 01581
Source [IAPD] [Website]
Total AUM ($MM)
3252601951306502011201420172020
Sector Holding Cap ($MM) Value ($MM)
B2,900.018.6
CFA10.4
SCHG7.1
FSK3,370.04.8
CLNC2,050.04.5
VIG4.0
AAPL843,560.03.5
NEAR3.5
ROAM3.2
KNG2.6
View All
Holdings by Sector ($)
0.20.20.10.10.00.02017201820192020
Related Firms State AUM ($BB)
The Patriot Financial Group Insurance Agency LLC
MA 0.3
Patriot Wealth Strategies LLC
MA 0.0
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OR 0.3
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CA 0.3
Fiduciary Investment Trusts LLC
KS 0.3
Nicollet Investment Management Inc
MN 0.3
Lineweaver Wealth Advisors LLC
OH 0.3
Prosper Advisors LLC
NY 0.3
Tamar Securities LLC
CA 0.3
Jojenco Holdings LLC
TX 0.3
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