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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEZOTTE, ANNE, THERESE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEZOTTE, ANNE, THERESE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEZOTTE, ANNE, THERESE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEZOTTE, ANNE, THERESE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEZOTTE, ANNE, THERESE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEZOTTE, ANNE, THERESE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELON, JOHN, BRENNER | I | PRESIDENT | NA | Control |
| PELON, JOHN, BRENNER | I | PRESIDENT | NA | Control |
| PELON, JOHN, BRENNER | I | PRESIDENT | NA | Control |
| PELON, JOHN, BRENNER | I | PRESIDENT | NA | Control |
| PELON, JOHN, BRENNER | I | PRESIDENT | NA | Control |
| PELON, JOHN, BRENNER | I | PRESIDENT | NA | Control |
| ACCOUNTING & TAX SERVICES, INC. | DE | MEMBER | E | |
| ACCOUNTING & TAX SERVICES, INC. | DE | MEMBER | E | Control |
| ACCOUNTING & TAX SERVICES, INC. | DE | MEMBER | E | Control |
| ACCOUNTING & TAX SERVICES, INC. | DE | MEMBER | E | Control |
| ACCOUNTING & TAX SERVICES, INC. | DE | MEMBER | E | Control |
| ACCOUNTING & TAX SERVICES, INC. | DE | MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK, JOBIE, ALLEN | I | CHIEF COMPLIANCE OFFICER/SOLE MEMBER | E | Control |
| PATRICK,JOBIE,ALLEN | DE | OWNER | E | Control |
| PATRICK,JOBIE,ALLEN | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Sullivan, James, Robert | I | ACCOUNTING & TAX SERVICES, INC. | E | |
| Sullivan, James, Robert | I | ACCOUNTING & TAX SERVICES, INC. | E | |
| Sullivan, James, Robert | I | ACCOUNTING & TAX SERVICES, INC. | E | |
| Sullivan, James, Robert | I | ACCOUNTING & TAX SERVICES, INC. | E |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (4)
CO FL MI TX
Address
MILLPOND PARKE OFFICE BUILDING824 WEST GRAND RIVER AVENUE
BRIGHTON, MI 48116
United States
Phone: 810-225-9876