RIA Intel›Advisers›Michigan›FITZPATRICK FINANCIAL SOLUTIONS, LLC

FITZPATRICK FINANCIAL SOLUTIONS, LLC

Advisory

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$224K

across 86 accounts

AUM per adviser

$19M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$19M

Discretionary %

0%

Clients

58

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$19M

Discretionary AUM$0

Non-Discretionary AUM$19M

Discretionary %0%

Total Clients58

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, MI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

M.A. GLOBAL INVESTMENT ADVISOR, LLC

SOUTHFIELD, MI

$19M

DALE, BARRY N.

$19M

DC & ASSOCIATES LLC

GRAND RAPIDS, MI

$19M

NEVILLE WEALTH MANAGEMENT, LLC

$19M

RECKER FINANCIAL LLC

BAY CITY, MI

$19M

4SQUARE ADVISORY SERVICES, INC.

FENTON, MI

$20M

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