Patrick Financial Group LLC.
SEC RegisteredFinancial planning With Understanding.
About the firm
Located in Brighton MI, Patrick Financial Group, L.L.C. specializes in investment advisory services and is registered in Michigan. The firm strives to provide unique opportunities to clients with respect to advising them on how to implement their financial or wealth preservation strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services, including access to several actively managed no load portfolios, and assistance with the creation and maintenance of wealth and wealth preservation strategies.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 603 | $170M |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 4 | $685k |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| OPS Fee: $0 - $50,000 | 0.45% |
| OPS Fee: $50,000.01 - $100,000 | 0.35% |
| OPS Fee: $100,000.01 - $250,000 | 0.20% |
| OPS Fee: $250,000.01 - $500,000 | 0.18% |
| OPS Fee: Over $500,000 | 0.15% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Financial Group LLC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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