Assets Under Management
$2.4B
Number of Clients
3,136
Number of Advisors
35
Average Client AUM
$767K
AUM per Advisor
$68.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Patriot Financial Group provides investment advisory services, including portfolio construction, implementation, and monitoring. They also offer financial planning services tailored to individual client needs, including tax, investment, retirement, estate, business, education, and insurance planning. Hourly consulting services are also available.
55 West Street, Suite 201, Walpole, MA, 02081