Active
PATRICK FINANCIAL GROUP LLC.
Investment Advice|BRIGHTON, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$144.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 144.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 124610 |
| SEC Number | 801-80932 |
| Street Address | MILLPOND PARKE OFFICE BUILDING |
| Street Address 2 | 824 WEST GRAND RIVER AVENUE |
| Location | BRIGHTON, MI 48116 |
| Country | United States |
| Phone | 810-225-9876 |
| Fax | 810-225-3350 |
| Total Employees | 2 |
| Business Types | insurance_broker |
Client Count by Type (589 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 585 |
| Pension/Profit Sharing Pl… | 4 |
Community Partners
CITY OF BRIGHTON
TOWNSHIP OF BRIGHTON
TOWNSHIP OF COHOCTAH
TOWNSHIP OF CONWAY
TOWNSHIP OF GENOA
TOWNSHIP OF GREEN OAK
TOWNSHIP OF HAMBURG
TOWNSHIP OF HANDY
TOWNSHIP OF HARTLAND
TOWNSHIP OF HOWELL
TOWNSHIP OF IOSCO
TOWNSHIP OF OCEOLA
TOWNSHIP OF PUTNAM
TOWNSHIP OF UNADILLA
VILLAGE OF FOWLERVILLE
VILLAGE OF PINCKNEY
CITY OF BRIGHTON
TOWNSHIP OF BRIGHTON
TOWNSHIP OF COHOCTAH
TOWNSHIP OF CONWAY
TOWNSHIP OF GENOA
TOWNSHIP OF GREEN OAK
TOWNSHIP OF HAMBURG
TOWNSHIP OF HANDY
TOWNSHIP OF HARTLAND
TOWNSHIP OF HOWELL
TOWNSHIP OF IOSCO
TOWNSHIP OF OCEOLA
TOWNSHIP OF PUTNAM
TOWNSHIP OF UNADILLA
VILLAGE OF FOWLERVILLE
VILLAGE OF PINCKNEY
CITY OF BRIGHTON
TOWNSHIP OF BRIGHTON
TOWNSHIP OF COHOCTAH
TOWNSHIP OF CONWAY
TOWNSHIP OF GENOA
TOWNSHIP OF GREEN OAK
TOWNSHIP OF HAMBURG
TOWNSHIP OF HANDY
TOWNSHIP OF HARTLAND
TOWNSHIP OF HOWELL
TOWNSHIP OF IOSCO
TOWNSHIP OF OCEOLA
TOWNSHIP OF PUTNAM
TOWNSHIP OF UNADILLA
VILLAGE OF FOWLERVILLE
VILLAGE OF PINCKNEY
Municipal Government
16 Active
16
Organizations
BRIGHTON AREA DISTRICT LIBRARY
BRIGHTON AREA FIRE AUTHORITY
CROMAINE DISTRICT LIBRARY
FONDA ISLAND BRIGGS LAKE JOINT WATER AUTHORITY
FOWLERVILLE AREA FIRE AUTHORITY
FOWLERVILLE DISTRICT LIBRARY
GENOA OCEOLA SEWER AND WATER AUTHORITY
HARTLAND DEERFIELD TYRONE FIRE AUTHORITY
HOWELL AREA FIRE AUTHORITY
HOWELL CARNEGIE LIBRARY DISTRICT
HURON-CLINTON METROPOLITAN AUTHORITY
LIV CTY COMM MENTAL HEALT
LIVINGSTON COMMUNITY WATER AUTHORITY
LIVINGSTON COUNTY CONSERVATION DISTRICT
MARION HOWELL OCEOLA AND GENOA SEWER AND WATER AUTHORITY
M HOG SEWER & WATER AUTHORITY
SOUTHEASTERN LIVINGSTON COUNTY RECREATION AUTHORITY
BRIGHTON AREA DISTRICT LIBRARY
BRIGHTON AREA FIRE AUTHORITY
CROMAINE DISTRICT LIBRARY
FONDA ISLAND BRIGGS LAKE JOINT WATER AUTHORITY
FOWLERVILLE AREA FIRE AUTHORITY
FOWLERVILLE DISTRICT LIBRARY
GENOA OCEOLA SEWER AND WATER AUTHORITY
HARTLAND DEERFIELD TYRONE FIRE AUTHORITY
HOWELL AREA FIRE AUTHORITY
HOWELL CARNEGIE LIBRARY DISTRICT
HURON-CLINTON METROPOLITAN AUTHORITY
LIV CTY COMM MENTAL HEALT
LIVINGSTON COMMUNITY WATER AUTHORITY
LIVINGSTON COUNTY CONSERVATION DISTRICT
MARION HOWELL OCEOLA AND GENOA SEWER AND WATER AUTHORITY
M HOG SEWER & WATER AUTHORITY
SOUTHEASTERN LIVINGSTON COUNTY RECREATION AUTHORITY
BRIGHTON AREA DISTRICT LIBRARY
BRIGHTON AREA FIRE AUTHORITY
CROMAINE DISTRICT LIBRARY
FONDA ISLAND BRIGGS LAKE JOINT WATER AUTHORITY
FOWLERVILLE AREA FIRE AUTHORITY
FOWLERVILLE DISTRICT LIBRARY
GENOA OCEOLA SEWER AND WATER AUTHORITY
HARTLAND DEERFIELD TYRONE FIRE AUTHORITY
HOWELL AREA FIRE AUTHORITY
HOWELL CARNEGIE LIBRARY DISTRICT
HURON-CLINTON METROPOLITAN AUTHORITY
LIV CTY COMM MENTAL HEALT
LIVINGSTON COMMUNITY WATER AUTHORITY
LIVINGSTON COUNTY CONSERVATION DISTRICT
MARION HOWELL OCEOLA AND GENOA SEWER AND WATER AUTHORITY
M HOG SEWER & WATER AUTHORITY
SOUTHEASTERN LIVINGSTON COUNTY RECREATION AUTHORITY
Special District
17 Active
17
Organizations
BRIGHTON AREA SCH DIST
FOWLERVILLE COMM SCH DIST
HARTLAND CONS SCH DIST
LIGHT OF THE WORLD ACADEMY CHARTER SCHOOL
PINCKNEY COMM SCH DIST
BRIGHTON AREA SCH DIST
FOWLERVILLE COMM SCH DIST
HARTLAND CONS SCH DIST
LIGHT OF THE WORLD ACADEMY CHARTER SCHOOL
PINCKNEY COMM SCH DIST
BRIGHTON AREA SCH DIST
FOWLERVILLE COMM SCH DIST
HARTLAND CONS SCH DIST
LIGHT OF THE WORLD ACADEMY CHARTER SCHOOL
PINCKNEY COMM SCH DIST
School District
5 Active
5
Organizations
1056 HANGER GROUP INC
242 COMMUNITY CHURCH
4-H ADVENTURE KIDS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4 PAWZ STRONG
ACADEMY OF VETERINARY DENTISTRY INC
ADVOCATE FOR TRUCK SAFETY
AERONCA AIRCRAFT HISTORY MUSEUM
AGLOW INTERNATIONAL
ALCOHOLICS FOR CHRIST
Alpha Chapter of PHI ALPHA KAPPA
ALTAMIRAGE INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Amber Reineck House
AMERICAN COLLEGE ALUMNI ASSOCIATION CATHOLIC UNIVERSITY OF LOUVAIN
American Council of Snowmobile Associations Inc
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
1056 HANGER GROUP INC
242 COMMUNITY CHURCH
4-H ADVENTURE KIDS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4 PAWZ STRONG
ACADEMY OF VETERINARY DENTISTRY INC
ADVOCATE FOR TRUCK SAFETY
AERONCA AIRCRAFT HISTORY MUSEUM
AGLOW INTERNATIONAL
ALCOHOLICS FOR CHRIST
Alpha Chapter of PHI ALPHA KAPPA
ALTAMIRAGE INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Amber Reineck House
AMERICAN COLLEGE ALUMNI ASSOCIATION CATHOLIC UNIVERSITY OF LOUVAIN
American Council of Snowmobile Associations Inc
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
1056 HANGER GROUP INC
242 COMMUNITY CHURCH
4-H ADVENTURE KIDS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4 PAWZ STRONG
ACADEMY OF VETERINARY DENTISTRY INC
ADVOCATE FOR TRUCK SAFETY
AERONCA AIRCRAFT HISTORY MUSEUM
AGLOW INTERNATIONAL
ALCOHOLICS FOR CHRIST
Alpha Chapter of PHI ALPHA KAPPA
ALTAMIRAGE INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Amber Reineck House
AMERICAN COLLEGE ALUMNI ASSOCIATION CATHOLIC UNIVERSITY OF LOUVAIN
American Council of Snowmobile Associations Inc
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
Nonprofit Organization
498 Active
498
Organizations
Community Partners88 organizations
TOWNSHIP OF COHOCTAH
Municipal Government·HOWELL
TOWNSHIP OF CONWAY
Municipal Government·FOWLERVILLE
TOWNSHIP OF HANDY
Municipal Government·FOWLERVILLE
TOWNSHIP OF IOSCO
Municipal Government·WEBBERVILLE
FONDA ISLAND BRIGGS LAKE JOINT WATER AUTHORITY
Special District·BRIGHTON
FOWLERVILLE AREA FIRE AUTHORITY
Special District·FOWLERVILLE
FOWLERVILLE DISTRICT LIBRARY
Special District·FOWLERVILLE
GENOA OCEOLA SEWER AND WATER AUTHORITY
Special District·BRIGHTON
LIV CTY COMM MENTAL HEALT
Special District·HOWELL
M HOG SEWER & WATER AUTHORITY
Special District·HOWELL
LIGHT OF THE WORLD ACADEMY CHARTER SCHOOL
School District·PINCKNEY
1056 HANGER GROUP INC
Nonprofit Organization·FOWLERVILLE
242 COMMUNITY CHURCH
Nonprofit Organization·BRIGHTON
4-H ADVENTURE KIDS
Nonprofit Organization·Fowlerville
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pinckney
4 PAWZ STRONG
Nonprofit Organization·BRIGHTON
ACADEMY OF VETERINARY DENTISTRY INC
Nonprofit Organization·Brighton
ADVOCATE FOR TRUCK SAFETY
Nonprofit Organization·BRIGHTON
AERONCA AIRCRAFT HISTORY MUSEUM
Nonprofit Organization·Brighton
AGLOW INTERNATIONAL
Nonprofit Organization·Brighton
ALCOHOLICS FOR CHRIST
Nonprofit Organization·HARTLAND
Alpha Chapter of PHI ALPHA KAPPA
Nonprofit Organization·Pinckney
ALTAMIRAGE INC
Nonprofit Organization·Brighton
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Brighton
Amber Reineck House
Nonprofit Organization·Hamburg
AMERICAN COLLEGE ALUMNI ASSOCIATION CATHOLIC UNIVERSITY OF LOUVAIN
Nonprofit Organization·Pinckney
American Council of Snowmobile Associations Inc
Nonprofit Organization·Brighton
AMERICAN LEGION
Nonprofit Organization·Brighton
AMERICAN LEGION
Nonprofit Organization·Hartland
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Pinckney
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Pinckney
AMERICAN LEGION POST 0215 ORSON A ROSE
Nonprofit Organization·FOWLERVILLE
American Legion Post 419
Nonprofit Organization·Pinckney
AMERICAN SEWING GUILD INC
Nonprofit Organization·Gregory
AMVETS
Nonprofit Organization·Brighton
ANCIENT WONDERS INC
Nonprofit Organization·BRIGHTON
ANNUAL FAMILY FISHING DERBY ORGANIZATION
Nonprofit Organization·Pinckney
ARCHITECTURAL CONTRACTORS
Nonprofit Organization·BRIGHTON
ARCHITECTURAL CONTRACTORS
Nonprofit Organization·BRIGHTON
ARCTIC EDGE UNITY SYNCHRONIZED
Nonprofit Organization·BRIGHTON
ASIA EVANGELICAL MISSION
Nonprofit Organization·Brighton
ASSERTIVE COMMUNITY TREATMENT ASSOC INC
Nonprofit Organization·BRIGHTON
A TASTE OF BRIGHTON
Nonprofit Organization·PINCKNEY
AUTOMOTIVE SAFETY COUNCIL INC
Nonprofit Organization·BRIGHTON
BASKETBALL ASSOCIATION OF MID-MICHIGAN
Nonprofit Organization·Fowlerville
BENDIX ACADEMY
Nonprofit Organization·Brighton
BENNETTS BEAVERS
Nonprofit Organization·Hamburg
BENS ENCORE INCORPORATED
Nonprofit Organization·PINCKNEY
BIENTA PRODUCTION GROUP
Nonprofit Organization·BRIGHTON
BIKE MEDIC INC
Nonprofit Organization·Pinckney
BLUE STAR SERVICE DOGS INC
Nonprofit Organization·HAMBURG
BLUE STAR SERVICE DOGS INCORPORATED
Nonprofit Organization·PINCKNEY
BODY OF CHRIST AND THE PUBLIC SQUARE
Nonprofit Organization·Hartland
BOUNTIFUL HARVEST INC
Nonprofit Organization·BRIGHTON
BRAIN INJURY ASSOCIATION OF
Nonprofit Organization·BRIGHTON
BRIGHTER HEALING FOUNDATION
Nonprofit Organization·BRIGHTON
BRIGHTMOOR CAMPING ASSOCIATION
Nonprofit Organization·GREGORY
BRIGHTON AREA FIRE FIGHTERS ASSOCIATION OF BRIGHTON MICHIGAN
Nonprofit Organization·BRIGHTON
BRIGHTON AREA HISTORICAL SOCIETY
Nonprofit Organization·Brighton
BRIGHTON AREA SCHOOLS ALUMUNI ASSOCIATION
Nonprofit Organization·Brighton
BRIGHTON AREA SCHOOLS EDUCATIONAL FOUNDATIONS
Nonprofit Organization·Brighton