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| Happy Holidays!! thanks for using AUM13F!! |
| The Patriot Financial Group Insurance Agency LLC
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| CRD # | 172470 |
| SEC # | 801-80245 |
| CIK # | 0001694883 |
| AUM | $2.4 B (2025-07-22) |
| Employees | 64 (47% Investors, 30% Brokers) |
| Phone | 508-251-6100 |
| Address | 55 West Street Walpole, MA 02081 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001694883 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 20.6 | ||
| Apple Inc | 16.2 | ||
| Nvidia Corp | 15.9 | ||
| Amazon Com Inc | 12.3 | ||
| Facebook Inc | 11.4 | ||
| J P Morgan Chase & Co | 9.5 | ||
| Alphabet Inc | 7.0 | ||
| Priceline Com Inc | 6.3 | ||
| Alphabet Inc | 6.2 | ||
| Broadcom Inc | 5.7 | ||
| Philip Morris International Inc | 5.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,527 | 0.6 |
| (b) Individuals (high net worth individuals) | 333 | 0.8 |
| (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 | 223 | 1.0 |
| (h) Charitable organizations | 14 | 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 | 39 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,135 | 2.4 |
| By Discretionary | ||
| Discretionary | 7,135 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,135 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 7,135 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001694883] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
The Patriot Financial Group Insurance Agency LLC
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|
MA | 2.4 |
|
Patriot Wealth Strategies LLC
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|
MA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abner Herrman & Brock LLC
✚
|
NJ | 2.4 |
|
Fragasso Financial Advisors Inc
✚
|
PA | 2.4 |
|
Cincinnati Asset Management Inc
✚
|
OH | 2.4 |
|
Meritage Portfolio Management Inc
✚
|
KS | 2.4 |
|
Stegner Investment Associates Inc
✚
|
KY | 2.4 |
|
Swan Global Investments LLC
✚
|
CO | 2.4 |
|
Potomac Fund Management Inc
✚
|
MD | 2.4 |
|
Carrick Lane LLC
✚
|
NY | 2.4 |
|
RTD Financial Advisors Inc
✚
|
PA | 2.4 |
|
Liberty One Investment Management LLC
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|
IL | 2.4 |