PATRIOT ADVISORY GROUP

RIASEC Registered
Total AUM
$22.6M
Discretionary
$22.6M
100% of AUM
Avg account
$195K
Accounts
116
Employees
2
Advisory reps
1

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
120649
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals72.58%
  • HNWI27.42%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Patriot Advisory Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management charge with the option for hourly billing. Patriot does not position itself as an institutional allocator; instead its practice centers on retail wealth-management services with an equity-oriented investment posture.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 62%, Exchange Traded Equities 32%, Cash & Cash Equivalents 6%62%
  • Non-Exchange Traded Equities62%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents6%

Contacts

1 of 1
  • MARK BERUBE

    Owner, PresidentCRD 1555856

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PORTSMOUTH, NH

ROCKINGHAM

Location

PORTSMOUTH, NH

Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
1 New Hampshire Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth