FIRM PROFILE

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

CRD 172470 · Source month: August 2026

Reported business facts

CRD number: 172470Reported in SEC monthly data
Legal name: THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLCReported in SEC monthly data
Regulatory assets under management: $2,639,463,916.00Reported in SEC monthly data
Employees: 59Reported in SEC monthly data
Employees performing advisory functions: 33Reported in SEC monthly data
Individual clients (other than high net worth): 1,990Reported in SEC monthly data
High net worth individual clients: 371Reported in SEC monthly data
Banking or thrift institution clients: 0Reported in SEC monthly data
Investment company clients: 0Reported in SEC monthly data
Business development company clients: 0Reported in SEC monthly data
Other pooled investment vehicle clients: 0Reported in SEC monthly data
Pension and profit-sharing plan clients: 136Reported in SEC monthly data
Charitable organization clients: 11Reported in SEC monthly data
State or municipal government clients: 0Reported in SEC monthly data
Other investment adviser clients: 0Reported in SEC monthly data
Insurance company clients: 0Reported in SEC monthly data
Sovereign wealth fund or foreign official clients: 0Reported in SEC monthly data
Corporation or other business clients: 37Reported in SEC monthly data
Other clients: 0Reported in SEC monthly data

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

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