Patriot Securities LLC
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 270023
- Fee structure
- Percentage of AUM
- Client types
- Individuals50.33%
- HNWI49.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Patriot Securities LLC is an independent, owner-operated registered investment adviser organized as an LLC that provides portfolio management to individuals and small businesses. The firm serves a client base made up of individuals and families and charges fees based on a percentage of assets under management. Patriot does not position itself as a multi-state adviser, pension consultant, or affiliated capital allocator, and it does not emphasize ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities55%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Joseph Labanz
DirectorCRD 2227594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jupiter, FL
Palm Beach
Location
Jupiter, FL
Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 4600 Military Trl
- Time zone
- ET (UTC-5)
- Office locations
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