Active
PATRIOT ASSET MANAGEMENT, INC.
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$34.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 34.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 166241 |
| SEC Number | 801-122569 |
| Phone | 518-775-6732 |
| Total Employees | 1 |
Client Count by Type (282 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 262 |
| Charitable Organizations | 12 |
| High Net Worth Individual… | 8 |
County data not available for this organization.