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| The Patriot Financial Group Insurance Agency LLC
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|---|---|
| CRD # | 172470 |
| SEC # | 801-80245 |
| CIK # | 0001694883 |
| AUM | 2,639.5 M (2026-06-05) |
| Employees | 59 (56% Investors, 29% Brokers) |
| Fees | |
| Minimum | |
| Phone | 508-251-6100 |
| Address | 55 West Street Walpole, MA 02081 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001694883 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.7 | ||
| Nvidia Corp | 23.3 | ||
| Microsoft Corp | 19.6 | ||
| Alphabet Inc | 19.1 | ||
| Amazon Com Inc | 14.4 | ||
| Micron Technology Inc | 12.0 | ||
| J P Morgan Chase & Co | 10.4 | ||
| Facebook Inc | 9.5 | ||
| Advanced Micro Devices Inc | 9.5 | ||
| Lam Research Corp | 9.1 | ||
| Philip Morris International Inc | 8.3 | ||
| Costco Wholesale Corp /NEW | 6.9 | ||
| Broadcom Inc | 6.8 | ||
| Tesla Motors Inc | 6.7 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,990 | 0.5 |
| (b) Individuals (high net worth individuals) | 371 | 0.9 |
| (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 | 136 | 1.2 |
| (h) Charitable organizations | 11 | 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 | 37 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,615 | 2.6 |
| By Discretionary | ||
| Discretionary | 5,614 | 2.6 |
| Non-Discretionary | 1 | 0.0 |
| Total | 5,615 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 5,615 | 2.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001694883] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
The Patriot Financial Group Insurance Agency LLC
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|
MA | 2,639.5 M |
|
Patriot Wealth Strategies LLC
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|
MA |
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|---|---|---|
|
Rock Harbor Partners LLC
✚
|
NY | 2,665.6 M |
|
Phillips and Company Advisors LLC
✚
|
OR | 2,665.0 M |
|
Titleist Asset Management LLC
✚
|
TX | 2,655.2 M |
|
CornerStone Investment Partners LLC
✚
|
GA | 2,654.4 M |
|
IPEX Inc
✚
|
MI | 2,654.1 M |
|
Foster Victor Wealth Advisors LLC
✚
|
SC | 2,644.7 M |
|
Sunbelt Securities Inc
✚
|
TX | 2,640.1 M |
|
Quad Investment Management Corp
✚
|
2,623.8 M | |
|
Ingham Russell Investment Advisors Inc
✚
|
FL | 2,615.5 M |
|
Argos Capital Partners LLC
✚
|
MO | 2,613.2 M |