Patriot Advisory Group
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 120649
- Website
- patriotadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals72.58%
- HNWI27.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Patriot Advisory Group is an independent, privately held advisory firm organized as an LLC and registered in New Hampshire. The firm serves individuals and families, offering financial planning and portfolio management tailored to individuals and small businesses. Its fee model combines a percentage-of-assets-under-management structure with the option for hourly charges. Patriot does not position itself as a capital allocator and does not identify as an ESG-driven advisor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities62%
- Exchange Traded Equities32%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Mark Berube
Owner, PresidentCRD 1555856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 1 New Hampshire Ave
- Time zone
- ET (UTC-5)
- Office locations
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