The THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY is a privately held investment adviser that advises $2.64Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 157.38% over the last 5-years.
The Group has been registered with the SEC for 11.9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 19 office locations with their Headquarters at 55 WEST STREET SUITE 201, WALPOLE, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 59 employees comprised of 33 investment and 26 non-investment staff. The total number of Employees decreased by 29.76% over the last 5-years.
Their $2.64Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 184 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $1.19Bn or 45.18% of Total Assets and High Net Worth Individuals own $885.65mn or 33.55% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.