PATRIOT ADVISORY GROUP

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