Patriot Financial Group Insurance Agency is an investment advisor in Westborough with $1.63 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
900138117
SEC advisor number
801-80245
FINRA CRD number
172470
AUM ?
$1.63 bn
(as of 24 May 23)
Accounts
5,972
(as of 24 May 23)
Employees
77
(55 investment advisory or research)
Address
Patriot Financial Group Insurance Agency
182 TURNPIKE ROAD
SUITE 200
WESTBOROUGH
MA 01581
182 TURNPIKE ROAD
SUITE 200
WESTBOROUGH
MA 01581
Office hours
Monday - Friday, 9:00AM - 5:00PM
Phone
401-262-2047
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Odonnell, David, Michael | Managing Member / President | 04/2004 | 50-75% |
| Tashjian, Michael, Paul | Chief Executive Officer | 05/2015 | 50-75% |
| Loranger, Jon, J | Chief Compliance Officer | 10/2021 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Oct 24
13F-HR
Quarterly holdings report by institutional manager
26 Jul 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22