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| The Patriot Financial Group Insurance Agency LLC
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|---|---|
| CRD # | 172470 |
| SEC # | 801-80245 |
| CIK # | 0001694883 |
| AUM | $1.6 BB (2023-03-31) |
| Employees | 80 (59% Investors, 64% Brokers) |
| Phone | 508-251-6100 |
| Address | 182 Turnpike Road Westborough, MA 01581 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| B | 1,584.9 | 19.6 | |
| AAPL | 2,382,844.0 | 13.3 | |
| MSFT | 1,918,222.4 | 7.3 | |
| NVDA | 399,550.0 | 5.4 | |
| AMZN | 1,092,997.8 | 3.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,820 | 568.9 |
| (b) Individuals (high net worth individuals) | 213 | 557.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 25.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,042 | 1,151.4 |
| By Discretionary | ||
| Discretionary | 3,042 | 1,151.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,042 | 1,151.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,151.4 | |
| Total | 3,042 | 1,151.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001694883] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
The Patriot Financial Group Insurance Agency LLC
✚
|
MA | 1.6 |
|
Patriot Wealth Strategies LLC
✚
|
MA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fulton Breakefield Broenniman LLC
✚
|
MD | 1.6 |
|
Rothschild Investment LLC
✚
|
IL | 1.6 |
|
BSW Wealth Partners Inc A Public Benefit Corporation
✚
|
CO | 1.6 |
|
LBMC Investment Advisors LLC
✚
|
TN | 1.6 |
|
Doyle Wealth Management LLC
✚
|
FL | 1.6 |
|
Madison Avenue Securities LLC
✚
|
CA | 1.6 |
|
TLG Advisors Inc
✚
|
CO | 1.6 |
|
Wealthplan Partners LLC
✚
|
NE | 1.6 |
|
Provise Management Group LLC
✚
|
FL | 1.6 |
|
Reinhart Partners LLC
✚
|
WI | 1.6 |