Patrick Financial Group LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brighton, MI. Its latest Form ADV filing, dated March 31, 2026, reports $170M in regulatory assets under management, 2 employees, and 603 accounts.
Assets Under Management
$170M
Employees
2
Offices
--
Total Clients
607
Primary office
BRIGHTON, MI
MILLPOND PARKE OFFICE BUILDING, 824 WEST GRAND RIVER AVENUE, BRIGHTON, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.3% of total clients.
Top client categories% of clientsClients
1
Individuals
99.3%
603
2
Pension Plans
0.7%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$170Mas of March 31, 2026
Discretionary100.0%
$170M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$170M
Total Accounts603
10Y AUM Change+$62M (+57.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee304:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.