RIA Intel›Advisers›PATRIOT ASSET MANAGEMENT, INC.

PATRIOT ASSET MANAGEMENT, INC.

Advisory

N·

Data as of Jul 30, 2024 · Source: SEC Form ADV

Total AUM
$39M
1-Year AUM Growth
+20.6%
3-Year CAGR
+8.0%
Employees
1
Assets Under Management
Total AUM$39M
Discretionary AUM$39M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients215
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record6
First FilingSep 28, 2021
Latest FilingJul 30, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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