Patriots First Financial Advisors, LLC
RIASEC Registered
Total AUM
$4.2M
Discretionary
$0
0% of AUM
Avg account
$1M
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 317437
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.68%
- Individuals20.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Patriots First Financial Advisors, LLC is a small, individually owned registered advisory firm that provides financial planning and portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management and reports advisory work that is non-discretionary in nature. It does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities35%
- Investment Grade Corp Bonds35%
- State & Local Bonds15%
- Cash & Cash Equivalents10%
- US Government Bonds5%
Contacts
1 of 1
Todd Kleinfeld
PresidentCRD 1998596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations