PATRICK FINANCIAL GROUP, L.L.C.
Legal name: PATRICK FINANCIAL GROUP LLC.
CRD #124610 SEC #801-80932 BRIGHTON, MI 810-225-9876
SEC Registered
Total AUM
$144.3M
Discretionary
$144.3M
Employees
2
Clients
0
Accounts
1,232
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $144.3M | $144.3M | $0 | 2 | 0 |
| Mar 2024 | $132.4M | $132.4M | $0 | 2 | 0 |
| Mar 2023 | $144.8M | $144.8M | $0 | 2 | 0 |
| Apr 2022 | $168.3M | $168.3M | $0 | 3 | 0 |
| Mar 2022 | $168.3M | $168.3M | $0 | 3 | 0 |
| Mar 2021 | $176.6M | $176.6M | $0 | 2 | 0 |
| Jun 2020 | $177.8M | $177.8M | $0 | 2 | 0 |
| Mar 2020 | $177.8M | $177.8M | $0 | 2 | 0 |
| Mar 2019 | $139.8M | $139.8M | $0 | 2 | 0 |
| Mar 2018 | $123M | $123M | $0 | 2 | 0 |
| Jul 2017 | $106M | $106M | $0 | 2 | 600 |
| Mar 2017 | $108M | $108M | $0 | 2 | 600 |
| Mar 2016 | $123M | $123M | $0 | 2 | 600 |
| Apr 2015 | $127M | $127M | $0 | 2 | 600 |
| Jan 2015 | $112M | $112M | $0 | 2 | 600 |
| Jul 2011 | $43.9M | $43.9M | $0 | 5 | -- |
| Mar 2011 | $43.9M | $43.9M | $0 | 5 | -- |
| Jul 2010 | $27.8M | $0 | $27.8M | 5 | -- |
| Jul 2010 | $27.8M | $0 | $27.8M | 5 | -- |
| Apr 2010 | $27.8M | $0 | $27.8M | 5 | -- |
| Mar 2010 | $27.8M | $0 | $27.8M | 5 | -- |
DateMar 2025
Total AUM$144.3M
Discretionary$144.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$176.6M
Discretionary$176.6M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$177.8M
Discretionary$177.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$139.8M
Discretionary$139.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees2
Clients600
DateMar 2017
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees2
Clients600
DateMar 2016
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees2
Clients600
DateApr 2015
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees2
Clients600
DateJan 2015
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees2
Clients600
DateJul 2011
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$27.8M
Discretionary$0
Non-Disc.$27.8M
Employees5
Clients--
DateJul 2010
Total AUM$27.8M
Discretionary$0
Non-Disc.$27.8M
Employees5
Clients--
DateApr 2010
Total AUM$27.8M
Discretionary$0
Non-Disc.$27.8M
Employees5
Clients--
DateMar 2010
Total AUM$27.8M
Discretionary$0
Non-Disc.$27.8M
Employees5
Clients--