The Patriot Financial Group Insurance Agency LLC

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Assets, Funds, Holdings

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The Patriot Financial Group Insurance Agency LLC
CRD #172470
SEC #801-80245
CIK #0001694883
AUM$306.3 MM
Employees35
Phone508-251-6100
Address182 Turnpike Road Suite 200
Westborough, MA 1581
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
CFA 13.7
FSK 3,370.0 5.9
CEZ 4.7
LVHI 4.5
NEAR 3.2
VIG 3.0
INTC 239,910.0 2.9
VTI 2.9
AAPL 843,560.0 2.9
LVHD 2.0
View All
Holdings by Sector ($BB)
Related Firms AUM ($BB)
The Patriot Financial Group Insurance Agency LLC 0.3
Patriot Wealth Strategies LLC 0.0