Patriot Asset Advisors, LLC
Patriot Asset Advisors, LLC (CRD# 293632) is a financial advisory firm headquartered in Pataskala, OH. They manage $39,981,587 in 387 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Patriot Asset Advisors, LLC
By the Numbers
-
Total Assets Under Management40MILLION
-
Total Number of Accounts387ACCOUNTS
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Average Account Value$103,312
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Patriot Asset Advisors, LLC
1
Richard Stocker (CRD# 2573644) is an Investment Advisor Representative working at Patriot Asset Advisors, LLC in Pataskala, OH and has over 29 years of experience in the finance industry.
2
Jonathan Taylor (CRD# 2161627) is an Investment Advisor Representative working at Patriot Asset Advisors, LLC in Pataskala, OH and has over 32 years of experience in the finance industry.
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