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Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency is an investment advisor in Westborough with $1.15B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
900138117
SEC advisor number
801-80245
FINRA CRD number
172470
AUM ?
$1.15B (as of 2 Jun 22)
Accounts
3,042 (as of 2 Jun 22)
Employees
84 (51 investment advisory or research)
Address
Patriot Financial Group Insurance Agency
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%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 1540 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
$58.15M 497.72K
$23.9M 536.71K
$18.7M 93.51K
$18.33M 350.58K
$16.68M 355.75K
$15.17M 487.26K
$12.83M 209.16K
$11.21M 259.55K
$10.94M 205.9K
$10.86M 79.39K
$9.06M 192.75K
$8.08M 292.19K
Vanguard Ftse Developed Markets Etf
$7.72M 189.16K
$6.59M 209.87K
$5.91M 23.01K
$5.75M 155.82K
$5.16M 68.35K
$4.95M 174.34K
$4.49M 63.89K
$4.23M 1.94K
$4.01M 37.76K
$3.86M 22.91K
$3.35M 108.32K
$3.3M 71.34K
Vanguard Dividend Appreciation Index Fund
$3.01M 20.96K
$2.93M 48.65K
$2.82M 88.8K
$2.81M 66.56K
$2.78M 18.3K
$2.7M 75.11K
$2.68M 42.59K
$2.61M 34.64K
$2.6M 135.49K
First Trust Preferred Securities and Income Etf
$2.56M 148.49K
Goldman Sachs Access U.S. Aggregate Bond Etf
$2.47M 57.17K
Vanguard Ftse All-world Ex Us Index Fund
$2.43M 56.15K
John Hancock Multifactor Healthcare Etf
$2.36M 53.51K
$2.16M 53.67K
$1.97M 16.22K
$1.9M 38.96K
$1.89M 22.03K
$1.77M 41.8K
$1.71M 52.14K
$1.65M 12.89K
$1.64M 9.23K
$1.56M 3.25K
$1.53M 17.27K
$1.53M 2.27K
$1.52M 10.6K
$1.52M 29.56K
Holdings list only includes long positions. Only includes long positions.

Calendar

24 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings