THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
Doing business as THE PATRIOT FINANCIAL GROUP, LLC. SEC Form ADV profile.
Total regulatory AUM
$2,639,463,916
Discretionary
$2,639,440,550
Non-discretionary
$23,366
Firm details
- CRD number
- 172470
- SEC file number
- 801-80245
- Main office
- WALPOLE, MA, United States
- Employees
- 59
- SEC status
- Approved
- Website
- HTTPS://PROVOWEALTH.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.